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 | $59,053 | $175,202-66.3% | $149,673-60.5% | $139,434-57.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.17% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,103 | $5,474-61.6% | $4,818-56.4% | $4,751-55.7% |
| Participant deferral / active EE | $3,213 | $6,519-50.7% | $5,680-43.4% | $6,710-52.1% |
| Admin fee / account holder | $1,358 | $16,150-91.6% | $13,210-89.7% | $11,403-88.1% |