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 | $51,614 | $77,899-33.7% | $149,673-65.5% | $75,163-31.3% |
| Participation rate | 94.7% | 65.6%+29.2pp | 78.8%+16.0pp | 67.2%+27.5pp |
| Annual return | 18.64% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,978 | $3,137-37.0% | $4,818-58.9% | $2,670-25.9% |
| Participant deferral / active EE | $4,962 | $3,411+45.5% | $5,680-12.6% | $4,125+20.3% |
| Admin fee / account holder | $514 | $5,956-91.4% | $13,210-96.1% | $5,651-90.9% |