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 | $35,840 | $59,101-39.4% | $77,163-53.6% | $75,163-52.3% |
| Participation rate | 97.9% | 63.9%+34.1pp | 69.6%+28.3pp | 67.2%+30.7pp |
| Annual return | 13.16% | 26.71%-13.6pp | 37.87%-24.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,581 | $1,995-20.7% | $2,535-37.6% | $2,670-40.8% |
| Participant deferral / active EE | $2,361 | $2,999-21.3% | $3,833-38.4% | $4,125-42.8% |
| Admin fee / account holder | $5,801 | $4,774+21.5% | $5,472+6.0% | $5,651+2.7% |