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 | $57,695 | $111,724-48.4% | $93,606-38.4% | $145,922-60.5% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 16.61% | 202.98%-186.4pp | 133.20%-116.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,461 | $3,090-52.7% | $2,420-39.6% | $4,660-68.6% |
| Participant deferral / active EE | $3,759 | $4,912-23.5% | $4,411-14.8% | $6,688-43.8% |
| Admin fee / account holder | $991 | $10,250-90.3% | $8,285-88.0% | $13,397-92.6% |