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 | $42,235 | $124,281-66.0% | $109,143-61.3% | $167,490-74.8% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 12.85% | 26.04%-13.2pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,960 | $4,207-29.6% | $3,722-20.5% | $4,837-38.8% |
| Participant deferral / active EE | $3,310 | $5,255-37.0% | $4,653-28.9% | $6,341-47.8% |
| Admin fee / account holder | $6,438 | $7,970-19.2% | $6,752-4.7% | $12,309-47.7% |