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 | $58,476 | $124,319-53.0% | $111,297-47.5% | $167,490-65.1% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 16.01% | 37.44%-21.4pp | 54.65%-38.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,578 | $3,435-25.0% | $2,731-5.6% | $4,837-46.7% |
| Participant deferral / active EE | $7,049 | $5,180+36.1% | $4,487+57.1% | $6,341+11.2% |
| Admin fee / account holder | $410 | $10,618-96.1% | $7,964-94.9% | $12,309-96.7% |