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 | $43,254 | $45,035-4.0% | $62,995-31.3% | $70,131-38.3% |
| Participation rate | 96.4% | 69.5%+26.9pp | 74.8%+21.6pp | 69.5%+26.9pp |
| Annual return | 21.76% | 18.76%+3.0pp | 87.57%-65.8pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,386 | $2,051-32.4% | $2,759-49.8% | $2,342-40.8% |
| Participant deferral / active EE | $4,070 | $2,465+65.1% | $3,329+22.2% | $3,332+22.2% |
| Admin fee / account holder | $2,045 | $2,834-27.8% | $3,600-43.2% | $4,645-56.0% |