See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,079 | $91,190-55.0% | $178,490-77.0% | $79,858-48.6% |
| Participation rate | 95.9% | 69.2%+26.7pp | 81.9%+14.0pp | 69.6%+26.3pp |
| Annual return | 18.01% | 24.19%-6.2pp | 151.07%-133.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,034 | $3,256-6.8% | $5,011-39.5% | $2,471+22.8% |
| Participant deferral / active EE | $4,617 | $3,236+42.7% | $5,202-11.2% | $3,740+23.4% |
| Admin fee / account holder | $5,430 | $6,751-19.6% | $13,984-61.2% | $5,306+2.3% |