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 | $39,089 | $54,705-28.5% | $71,209-45.1% | $84,808-53.9% |
| Participation rate | 90.7% | 64.1%+26.6pp | 73.8%+16.9pp | 68.3%+22.4pp |
| Annual return | 16.75% | 35.90%-19.1pp | 282.51%-265.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,359 | $2,158-37.0% | $2,721-50.1% | $2,631-48.4% |
| Participant deferral / active EE | $3,140 | $3,030+3.6% | $4,175-24.8% | $4,212-25.4% |
| Admin fee / account holder | $1,025 | $4,863-78.9% | $5,349-80.8% | $7,344-86.0% |