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 | $44,889 | $124,319-63.9% | $111,297-59.7% | $167,490-73.2% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 12.07% | 37.44%-25.4pp | 54.65%-42.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,596 | $3,435-53.5% | $2,731-41.6% | $4,837-67.0% |
| Participant deferral / active EE | $3,084 | $5,180-40.5% | $4,487-31.3% | $6,341-51.4% |
| Admin fee / account holder | $25,396 | $10,618+139.2% | $7,964+218.9% | $12,309+106.3% |