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 | $38,985 | $77,899-50.0% | $149,673-74.0% | $75,163-48.1% |
| Participation rate | 92.2% | 65.6%+26.6pp | 78.8%+13.5pp | 67.2%+25.0pp |
| Annual return | 23.35% | 31.72%-8.4pp | 134.42%-111.1pp | 160.62%-137.3pp |
| Employer contribution / active EE | $2,090 | $3,137-33.4% | $4,818-56.6% | $2,670-21.7% |
| Participant deferral / active EE | $1,905 | $3,411-44.2% | $5,680-66.5% | $4,125-53.8% |
| Admin fee / account holder | $3,743 | $5,956-37.2% | $13,210-71.7% | $5,651-33.8% |