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 | $56,285 | $109,359-48.5% | $162,163-65.3% | $72,985-22.9% |
| Participation rate | 79.5% | 84.3%-4.8pp | 87.6%-8.1pp | 69.5%+10.0pp |
| Annual return | 21.59% | 25.46%-3.9pp | 115.59%-94.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,871 | $3,907-52.1% | $5,614-66.7% | $2,440-23.3% |
| Participant deferral / active EE | $3,278 | $5,481-40.2% | $7,298-55.1% | $3,607-9.1% |
| Admin fee / account holder | $3,210 | $7,972-59.7% | $10,843-70.4% | $5,124-37.4% |