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 | $40,934 | $67,606-39.5% | $82,313-50.3% | $70,131-41.6% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 15.38% | 21.57%-6.2pp | 25.88%-10.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,679 | $1,755-4.3% | $2,428-30.9% | $2,342-28.3% |
| Participant deferral / active EE | $2,192 | $2,987-26.6% | $3,706-40.9% | $3,332-34.2% |
| Admin fee / account holder | $718 | $4,512-84.1% | $5,608-87.2% | $4,645-84.5% |