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 | $43,870 | $65,365-32.9% | $92,893-52.8% | $72,985-39.9% |
| Participation rate | 86.2% | 68.3%+17.9pp | 76.0%+10.2pp | 69.5%+16.7pp |
| Annual return | 16.49% | 42.10%-25.6pp | 109.41%-92.9pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,431 | $2,594-44.8% | $3,653-60.8% | $2,440-41.3% |
| Participant deferral / active EE | $2,537 | $3,128-18.9% | $4,236-40.1% | $3,607-29.7% |
| Admin fee / account holder | $8,049 | $4,251+89.3% | $5,794+38.9% | $5,124+57.1% |