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 | $57,014 | $101,069-43.6% | $81,478-30.0% | $147,584-61.4% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 15.09% | 32.40%-17.3pp | 38.78%-23.7pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,500 | $3,205-22.0% | $2,568-2.6% | $4,876-48.7% |
| Participant deferral / active EE | $1,725 | $4,242-59.3% | $3,537-51.2% | $5,439-68.3% |
| Admin fee / account holder | $1,954 | $5,812-66.4% | $4,561-57.2% | $10,885-82.1% |