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 | $49,324 | $80,717-38.9% | $154,803-68.1% | $84,808-41.8% |
| Participation rate | 82.9% | 66.8%+16.0pp | 78.1%+4.8pp | 68.3%+14.5pp |
| Annual return | 14.40% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,661 | $2,761-39.8% | $4,305-61.4% | $2,631-36.8% |
| Participant deferral / active EE | $3,843 | $3,303+16.3% | $5,540-30.6% | $4,212-8.8% |
| Admin fee / account holder | $3,899 | $6,746-42.2% | $14,329-72.8% | $7,344-46.9% |