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 | $38,947 | $103,376-62.3% | $87,100-55.3% | $152,861-74.5% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 26.50% | 28.10%-1.6pp | 28.19%-1.7pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,239 | $3,220-30.5% | $2,521-11.2% | $4,762-53.0% |
| Participant deferral / active EE | $6,875 | $4,778+43.9% | $4,049+69.8% | $5,850+17.5% |
| Admin fee / account holder | $7,639 | $12,205-37.4% | $7,497+1.9% | $11,596-34.1% |