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 | $43,829 | $81,208-46.0% | $98,907-55.7% | $79,858-45.1% |
| Participation rate | 90.3% | 72.5%+17.8pp | 76.0%+14.3pp | 69.6%+20.6pp |
| Annual return | 10.55% | 60.99%-50.4pp | 196.43%-185.9pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,314 | $1,960-32.9% | $2,689-51.1% | $2,471-46.8% |
| Participant deferral / active EE | $1,977 | $3,265-39.4% | $4,244-53.4% | $3,740-47.1% |
| Admin fee / account holder | $13,967 | $6,013+132.3% | $6,642+110.3% | $5,306+163.2% |