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 | $49,462 | $49,915-0.9% | $154,803-68.0% | $74,304-33.4% |
| Participation rate | 71.0% | 54.0%+17.0pp | 78.1%-7.1pp | 60.3%+10.7pp |
| Annual return | 17.88% | 34.06%-16.2pp | 58.88%-41.0pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,915 | $1,611+18.8% | $4,305-55.5% | $2,241-14.6% |
| Participant deferral / active EE | $3,968 | $2,255+76.0% | $5,540-28.4% | $3,767+5.3% |
| Admin fee / account holder | $5,612 | $2,189+156.4% | $14,329-60.8% | $2,969+89.0% |