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 | $41,326 | $110,257-62.5% | $96,544-57.2% | $139,434-70.4% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 9.92% | 26.32%-16.4pp | 25.84%-15.9pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,667 | $3,620-53.9% | $2,965-43.8% | $4,751-64.9% |
| Participant deferral / active EE | $1,753 | $5,548-68.4% | $4,851-63.9% | $6,710-73.9% |
| Admin fee / account holder | $65,062 | $11,591+461.3% | $8,252+688.4% | $11,403+470.6% |