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 | $37,024 | $82,978-55.4% | $129,995-71.5% | $71,457-48.2% |
| Participation rate | 84.8% | 74.1%+10.7pp | 78.5%+6.3pp | 67.9%+16.8pp |
| Annual return | 16.82% | 20.60%-3.8pp | -137.18%+154.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,747 | $2,622+4.8% | $4,320-36.4% | $2,588+6.2% |
| Participant deferral / active EE | $3,020 | $4,432-31.9% | $5,820-48.1% | $4,289-29.6% |
| Admin fee / account holder | $3,746 | $1,729+116.6% | $10,614-64.7% | $1,587+136.0% |