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 | $48,010 | $112,096-57.2% | $95,952-50.0% | $158,922-69.8% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 13.11% | 171.09%-158.0pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,295 | $3,198-59.5% | $2,541-49.0% | $4,761-72.8% |
| Participant deferral / active EE | $1,828 | $4,784-61.8% | $4,167-56.1% | $5,982-69.5% |
| Admin fee / account holder | $2,090 | $10,130-79.4% | $6,795-69.2% | $11,246-81.4% |