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 | $45,929 | $106,749-57.0% | $145,433-68.4% | $82,448-44.3% |
| Participation rate | 91.8% | 75.6%+16.2pp | 82.1%+9.7pp | 68.1%+23.8pp |
| Annual return | 19.36% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,489 | $3,444-27.7% | $4,554-45.4% | $2,551-2.4% |
| Participant deferral / active EE | $4,989 | $6,519-23.5% | $7,897-36.8% | $4,139+20.5% |
| Admin fee / account holder | $2,319 | $8,390-72.4% | $13,129-82.3% | $7,234-67.9% |