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 | $50,736 | $72,177-29.7% | $115,037-55.9% | $59,632-14.9% |
| Participation rate | 90.2% | 72.6%+17.7pp | 81.4%+8.9pp | 68.7%+21.6pp |
| Annual return | 2.86% | 12.02%-9.2pp | 26.14%-23.3pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $4,412 | $2,841+55.3% | $4,608-4.3% | $2,203+100.3% |
| Participant deferral / active EE | $7,314 | $4,783+52.9% | $6,026+21.4% | $3,192+129.1% |
| Admin fee / account holder | $787 | $4,927-84.0% | $8,175-90.4% | $4,297-81.7% |