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 | $41,312 | $103,376-60.0% | $87,100-52.6% | $152,861-73.0% |
| Participation rate | 95.2% | 79.3%+15.9pp | 76.9%+18.4pp | 82.4%+12.8pp |
| Annual return | 19.92% | 28.10%-8.2pp | 28.19%-8.3pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,112 | $3,220-34.4% | $2,521-16.2% | $4,762-55.6% |
| Participant deferral / active EE | $4,979 | $4,778+4.2% | $4,049+23.0% | $5,850-14.9% |
| Admin fee / account holder | $676 | $12,205-94.5% | $7,497-91.0% | $11,596-94.2% |