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 | $46,553-11.6% | $64,056-35.8% | $75,163-45.3% |
| Participation rate | 95.7% | 65.9%+29.7pp | 72.3%+23.3pp | 67.2%+28.5pp |
| Annual return | 11.97% | 26.03%-14.1pp | 33.69%-21.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,959 | $1,974+49.9% | $2,747+7.7% | $2,670+10.8% |
| Participant deferral / active EE | $2,881 | $2,837+1.6% | $3,880-25.7% | $4,125-30.2% |
| Admin fee / account holder | $1,064 | $2,952-64.0% | $3,068-65.3% | $5,651-81.2% |