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 | $77,302 | $117,983-34.5% | $101,794-24.1% | $142,382-45.7% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.2%+23.7pp | 80.1%+12.7pp |
| Annual return | 17.59% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,888 | $2,773-31.9% | $2,289-17.5% | $4,299-56.1% |
| Participant deferral / active EE | $7,105 | $4,714+50.7% | $4,084+74.0% | $6,507+9.2% |
| Admin fee / account holder | $2,906 | $10,433-72.1% | $8,777-66.9% | $12,624-77.0% |