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 | $62,342 | $116,175-46.3% | $93,606-33.4% | $152,861-59.2% |
| Participation rate | 94.7% | 78.0%+16.7pp | 75.8%+18.9pp | 82.4%+12.3pp |
| Annual return | 27.46% | 35.96%-8.5pp | 32.76%-5.3pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,639 | $3,218-49.1% | $2,718-39.7% | $4,762-65.6% |
| Participant deferral / active EE | $3,942 | $4,603-14.4% | $4,069-3.1% | $5,850-32.6% |
| Admin fee / account holder | $670 | $10,748-93.8% | $7,888-91.5% | $11,596-94.2% |