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 | $67,626 | $107,934-37.3% | $91,989-26.5% | $152,861-55.8% |
| Participation rate | 95.5% | 81.2%+14.3pp | 78.6%+16.8pp | 82.4%+13.0pp |
| Annual return | 22.08% | 89.24%-67.2pp | 69.02%-46.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,714 | $4,210-35.5% | $3,452-21.4% | $4,762-43.0% |
| Participant deferral / active EE | $8,523 | $6,364+33.9% | $5,923+43.9% | $5,850+45.7% |
| Admin fee / account holder | $7,162 | $10,520-31.9% | $7,743-7.5% | $11,596-38.2% |