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 | $66,160 | $112,096-41.0% | $95,952-31.0% | $158,922-58.4% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 12.15% | 171.09%-158.9pp | 91.61%-79.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,083 | $3,198+58.9% | $2,541+100.0% | $4,761+6.7% |
| Participant deferral / active EE | $1,833 | $4,784-61.7% | $4,167-56.0% | $5,982-69.4% |
| Admin fee / account holder | $3,782 | $10,130-62.7% | $6,795-44.3% | $11,246-66.4% |