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 | $40,420 | $80,717-49.9% | $154,803-73.9% | $84,808-52.3% |
| Participation rate | 76.9% | 66.8%+10.1pp | 78.1%-1.1pp | 68.3%+8.6pp |
| Annual return | 14.63% | 37.96%-23.3pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,079 | $2,761-60.9% | $4,305-74.9% | $2,631-59.0% |
| Participant deferral / active EE | $2,544 | $3,303-23.0% | $5,540-54.1% | $4,212-39.6% |
| Admin fee / account holder | $4,693 | $6,746-30.4% | $14,329-67.3% | $7,344-36.1% |