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 | $64,079 | $106,515-39.8% | $96,683-33.7% | $139,434-54.0% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 13.49% | 38.43%-24.9pp | 35.69%-22.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,843 | $4,103-55.1% | $3,737-50.7% | $4,751-61.2% |
| Participant deferral / active EE | $3,558 | $5,454-34.8% | $4,878-27.1% | $6,710-47.0% |
| Admin fee / account holder | $7,216 | $7,877-8.4% | $6,730+7.2% | $11,403-36.7% |