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 | $68,614 | $108,172-36.6% | $77,482-11.4% | $158,922-56.8% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | 20.64% | 31.67%-11.0pp | 54.79%-34.1pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,949 | $1,325+122.6% | $986+198.9% | $4,761-38.1% |
| Participant deferral / active EE | $5,129 | $2,456+108.8% | $1,861+175.6% | $5,982-14.3% |
| Admin fee / account holder | $303 | $3,708-91.8% | $2,858-89.4% | $11,246-97.3% |