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 | $43,128 | $85,202-49.4% | $172,739-75.0% | $72,985-40.9% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 21.53% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,370 | $3,324-58.8% | $5,143-73.4% | $2,440-43.9% |
| Participant deferral / active EE | $3,290 | $3,260+0.9% | $5,198-36.7% | $3,607-8.8% |
| Admin fee / account holder | $589 | $5,884-90.0% | $13,954-95.8% | $5,124-88.5% |