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 | $63,860 | $105,859-39.7% | $90,160-29.2% | $147,584-56.7% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 12.03% | 37.63%-25.6pp | 34.88%-22.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,772 | $4,126-32.8% | $3,318-16.5% | $4,876-43.2% |
| Participant deferral / active EE | $6,832 | $5,733+19.2% | $5,288+29.2% | $5,439+25.6% |
| Admin fee / account holder | $4,428 | $8,046-45.0% | $5,943-25.5% | $10,885-59.3% |