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 | $41,735 | $81,208-48.6% | $98,907-57.8% | $79,858-47.7% |
| Participation rate | 97.8% | 72.5%+25.3pp | 76.0%+21.8pp | 69.6%+28.1pp |
| Annual return | 18.13% | 60.99%-42.9pp | 196.43%-178.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,852 | $1,960-5.5% | $2,689-31.1% | $2,471-25.1% |
| Participant deferral / active EE | $5,058 | $3,265+54.9% | $4,244+19.2% | $3,740+35.2% |
| Admin fee / account holder | $5,323 | $6,013-11.5% | $6,642-19.9% | $5,306+0.3% |