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 | $51,587 | $114,381-54.9% | $107,525-52.0% | $142,382-63.8% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 15.96% | 242.71%-226.7pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,506 | $4,015-37.6% | $3,754-33.2% | $4,299-41.7% |
| Participant deferral / active EE | $5,364 | $5,564-3.6% | $5,116+4.9% | $6,507-17.6% |
| Admin fee / account holder | $5,593 | $9,860-43.3% | $8,919-37.3% | $12,624-55.7% |