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 | $67,829 | $171,164-60.4% | $127,761-46.9% | $152,861-55.6% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.0%+13.3pp | 82.4%+9.9pp |
| Annual return | 24.92% | 23.54%+1.4pp | 26.14%-1.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,548 | $5,447-34.9% | $4,574-22.4% | $4,762-25.5% |
| Participant deferral / active EE | $10,034 | $7,038+42.6% | $6,021+66.6% | $5,850+71.5% |
| Admin fee / account holder | $1,580 | $14,530-89.1% | $9,395-83.2% | $11,596-86.4% |