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 | $55,187 | $80,968-31.8% | $96,544-42.8% | $75,163-26.6% |
| Participation rate | 95.1% | 71.8%+23.4pp | 76.0%+19.2pp | 67.2%+27.9pp |
| Annual return | 17.75% | 27.06%-9.3pp | 25.84%-8.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $4,878 | $2,282+113.8% | $2,965+64.5% | $2,670+82.7% |
| Participant deferral / active EE | $1,916 | $3,928-51.2% | $4,851-60.5% | $4,125-53.5% |
| Admin fee / account holder | $1,329 | $6,724-80.2% | $8,252-83.9% | $5,651-76.5% |