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 | $50,292 | $110,257-54.4% | $96,544-47.9% | $139,434-63.9% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 18.11% | 26.32%-8.2pp | 25.84%-7.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,074 | $3,620-42.7% | $2,965-30.0% | $4,751-56.3% |
| Participant deferral / active EE | $2,957 | $5,548-46.7% | $4,851-39.0% | $6,710-55.9% |
| Admin fee / account holder | $2,534 | $11,591-78.1% | $8,252-69.3% | $11,403-77.8% |