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 | $36,296 | $101,724-64.3% | $164,813-78.0% | $80,856-55.1% |
| Participation rate | 81.9% | 71.8%+10.1pp | 78.6%+3.3pp | 67.6%+14.3pp |
| Annual return | 14.07% | 16.72%-2.6pp | 69.93%-55.9pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,062 | $2,953-64.1% | $4,341-75.5% | $2,755-61.5% |
| Participant deferral / active EE | $3,647 | $4,477-18.5% | $6,031-39.5% | $4,296-15.1% |
| Admin fee / account holder | $2,987 | $8,227-63.7% | $12,690-76.5% | $6,918-56.8% |