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 | $41,151 | $109,413-62.4% | $156,263-73.7% | $84,808-51.5% |
| Participation rate | 77.4% | 72.7%+4.7pp | 78.9%-1.5pp | 68.3%+9.1pp |
| Annual return | 12.79% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,240 | $2,907-22.9% | $4,333-48.3% | $2,631-14.9% |
| Participant deferral / active EE | $3,705 | $4,590-19.3% | $6,158-39.8% | $4,212-12.0% |
| Admin fee / account holder | $4,368 | $9,357-53.3% | $14,255-69.4% | $7,344-40.5% |