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 | $36,761 | $84,233-56.4% | $170,442-78.4% | $70,131-47.6% |
| Participation rate | 82.1% | 70.8%+11.3pp | 83.6%-1.5pp | 69.5%+12.6pp |
| Annual return | 14.09% | 23.06%-9.0pp | 205.93%-191.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,560 | $3,387-53.9% | $5,433-71.3% | $2,342-33.4% |
| Participant deferral / active EE | $3,089 | $3,086+0.1% | $4,939-37.5% | $3,332-7.3% |
| Admin fee / account holder | $33,619 | $5,698+490.0% | $13,880+142.2% | $4,645+623.7% |