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 | $59,968 | $117,841-49.1% | $102,423-41.5% | $145,922-58.9% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 14.95% | 31.65%-16.7pp | 29.32%-14.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,174 | $3,615-39.8% | $3,023-28.1% | $4,660-53.3% |
| Participant deferral / active EE | $3,111 | $5,731-45.7% | $5,053-38.4% | $6,688-53.5% |
| Admin fee / account holder | $3,127 | $13,326-76.5% | $9,451-66.9% | $13,397-76.7% |