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 | $62,633 | $176,812-64.6% | $146,665-57.3% | $167,490-62.6% |
| Participation rate | 92.3% | 83.6%+8.7pp | 80.1%+12.2pp | 82.1%+10.2pp |
| Annual return | 12.54% | 24.03%-11.5pp | 22.74%-10.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,966 | $5,160-61.9% | $4,136-52.5% | $4,837-59.4% |
| Participant deferral / active EE | $8,026 | $6,440+24.6% | $5,506+45.8% | $6,341+26.6% |
| Admin fee / account holder | $2,889 | $13,259-78.2% | $10,280-71.9% | $12,309-76.5% |