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 | $87,916 | $124,319-29.3% | $111,297-21.0% | $167,490-47.5% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 17.69% | 37.44%-19.7pp | 54.65%-37.0pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,591 | $3,435-24.6% | $2,731-5.1% | $4,837-46.4% |
| Participant deferral / active EE | $14,245 | $5,180+175.0% | $4,487+217.4% | $6,341+124.6% |
| Admin fee / account holder | $1,329 | $10,618-87.5% | $7,964-83.3% | $12,309-89.2% |