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 | $43,361 | $78,672-44.9% | $109,143-60.3% | $85,850-49.5% |
| Participation rate | 94.7% | 68.3%+26.5pp | 75.9%+18.9pp | 69.3%+25.4pp |
| Annual return | 12.90% | 25.09%-12.2pp | 25.75%-12.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,236 | $2,735-54.8% | $3,722-66.8% | $2,565-51.8% |
| Participant deferral / active EE | $4,143 | $3,467+19.5% | $4,653-11.0% | $3,952+4.8% |
| Admin fee / account holder | $3,158 | $5,469-42.3% | $6,752-53.2% | $6,260-49.5% |