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 | $53,387 | $153,311-65.2% | $109,313-51.2% | $273,961-80.5% |
| Participation rate | 93.3% | 80.1%+13.2pp | 71.3%+22.1pp | 83.0%+10.3pp |
| Annual return | 4.85% | 29.86%-25.0pp | 22.07%-17.2pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,614 | $5,619-53.5% | $3,892-32.8% | $4,869-46.3% |
| Participant deferral / active EE | $7,176 | $3,932+82.5% | $3,166+126.6% | $5,287+35.7% |
| Admin fee / account holder | $12,956 | $8,076+60.4% | $5,666+128.6% | $10,132+27.9% |