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 | $40,959 | $59,101-30.7% | $77,163-46.9% | $75,163-45.5% |
| Participation rate | 76.2% | 63.9%+12.3pp | 69.6%+6.6pp | 67.2%+9.0pp |
| Annual return | 13.07% | 26.71%-13.6pp | 37.87%-24.8pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,326 | $1,995+16.6% | $2,535-8.2% | $2,670-12.9% |
| Participant deferral / active EE | $5,403 | $2,999+80.2% | $3,833+41.0% | $4,125+31.0% |
| Admin fee / account holder | $858 | $4,774-82.0% | $5,472-84.3% | $5,651-84.8% |