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 | $43,036 | $52,279-17.7% | $89,391-51.9% | $79,858-46.1% |
| Participation rate | 78.1% | 57.5%+20.6pp | 68.0%+10.1pp | 69.6%+8.5pp |
| Annual return | 14.33% | 22.16%-7.8pp | 245.62%-231.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,839 | $1,572+17.0% | $2,586-28.9% | $2,471-25.6% |
| Participant deferral / active EE | $2,671 | $2,740-2.5% | $3,890-31.3% | $3,740-28.6% |
| Admin fee / account holder | $561 | $3,356-83.3% | $4,881-88.5% | $5,306-89.4% |