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 | $43,933 | $103,376-57.5% | $87,100-49.6% | $152,861-71.3% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.9%+19.0pp | 82.4%+13.4pp |
| Annual return | 26.12% | 28.10%-2.0pp | 28.19%-2.1pp | 345.32%-319.2pp |
| Employer contribution / active EE | $6,106 | $3,220+89.6% | $2,521+142.2% | $4,762+28.2% |
| Participant deferral / active EE | $3,811 | $4,778-20.2% | $4,049-5.9% | $5,850-34.9% |
| Admin fee / account holder | $1,899 | $12,205-84.4% | $7,497-74.7% | $11,596-83.6% |