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 | $84,334 | $116,175-27.4% | $93,606-9.9% | $152,861-44.8% |
| Participation rate | 88.2% | 78.0%+10.2pp | 75.8%+12.4pp | 82.4%+5.8pp |
| Annual return | 21.61% | 35.96%-14.4pp | 32.76%-11.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $5,365 | $3,218+66.7% | $2,718+97.4% | $4,762+12.7% |
| Participant deferral / active EE | $6,023 | $4,603+30.8% | $4,069+48.0% | $5,850+3.0% |
| Admin fee / account holder | $46,614 | $10,748+333.7% | $7,888+490.9% | $11,596+302.0% |