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 | $37,352 | $72,177-48.2% | $115,037-67.5% | $59,632-37.4% |
| Participation rate | 89.3% | 72.6%+16.7pp | 81.4%+7.9pp | 68.7%+20.6pp |
| Annual return | 0.28% | 12.02%-11.7pp | 26.14%-25.9pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $3,697 | $2,841+30.1% | $4,608-19.8% | $2,203+67.8% |
| Participant deferral / active EE | $6,340 | $4,783+32.6% | $6,026+5.2% | $3,192+98.6% |
| Admin fee / account holder | $21,241 | $4,927+331.1% | $8,175+159.8% | $4,297+394.3% |