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 | $71,295 | $117,381-39.3% | $99,443-28.3% | $152,861-53.4% |
| Participation rate | 92.3% | 77.5%+14.8pp | 73.8%+18.5pp | 82.4%+9.9pp |
| Annual return | 13.44% | 31.87%-18.4pp | 30.72%-17.3pp | 345.32%-331.9pp |
| Employer contribution / active EE | $2,268 | $3,013-24.7% | $2,540-10.7% | $4,762-52.4% |
| Participant deferral / active EE | $7,585 | $4,086+85.6% | $3,619+109.6% | $5,850+29.7% |
| Admin fee / account holder | $2,374 | $7,631-68.9% | $6,250-62.0% | $11,596-79.5% |