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 | $70,213 | $115,770-39.4% | $101,248-30.7% | $158,922-55.8% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 18.16% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $7,218 | $4,175+72.9% | $3,660+97.2% | $4,761+51.6% |
| Participant deferral / active EE | $7,079 | $4,957+42.8% | $4,370+62.0% | $5,982+18.3% |
| Admin fee / account holder | $574 | $7,245-92.1% | $5,945-90.3% | $11,246-94.9% |