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 | $50,003 | $78,705-36.5% | $117,854-57.6% | $70,131-28.7% |
| Participation rate | 94.9% | 73.2%+21.7pp | 79.7%+15.2pp | 69.5%+25.3pp |
| Annual return | 17.21% | 23.30%-6.1pp | 335.08%-317.9pp | 73.14%-55.9pp |
| Employer contribution / active EE | $710 | $2,223-68.1% | $3,786-81.3% | $2,342-69.7% |
| Participant deferral / active EE | $3,011 | $3,297-8.7% | $4,482-32.8% | $3,332-9.6% |
| Admin fee / account holder | $2,736 | $5,065-46.0% | $8,020-65.9% | $4,645-41.1% |