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 | $51,313 | $127,777-59.8% | $106,548-51.8% | $167,490-69.4% |
| Participation rate | 95.0% | 78.3%+16.7pp | 76.1%+18.9pp | 82.1%+12.9pp |
| Annual return | 11.30% | 33.87%-22.6pp | 26.80%-15.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,707 | $3,427-50.2% | $2,819-39.4% | $4,837-64.7% |
| Participant deferral / active EE | $4,855 | $5,087-4.6% | $4,398+10.4% | $6,341-23.4% |
| Admin fee / account holder | $5,228 | $11,228-53.4% | $7,407-29.4% | $12,309-57.5% |