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 | $66,071 | $162,781-59.4% | $133,956-50.7% | $158,922-58.4% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 9.50% | 41.94%-32.4pp | 45.09%-35.6pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,909 | $4,975-61.6% | $3,919-51.3% | $4,761-59.9% |
| Participant deferral / active EE | $4,734 | $5,911-19.9% | $5,048-6.2% | $5,982-20.9% |
| Admin fee / account holder | $3,439 | $11,736-70.7% | $8,927-61.5% | $11,246-69.4% |