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 | $43,008 | $80,968-46.9% | $96,544-55.5% | $75,163-42.8% |
| Participation rate | 92.8% | 71.8%+21.0pp | 76.0%+16.8pp | 67.2%+25.6pp |
| Annual return | 15.68% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,010 | $2,282-55.8% | $2,965-66.0% | $2,670-62.2% |
| Participant deferral / active EE | $3,683 | $3,928-6.2% | $4,851-24.1% | $4,125-10.7% |
| Admin fee / account holder | $4,090 | $6,724-39.2% | $8,252-50.4% | $5,651-27.6% |