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 | $59,013 | $113,339-47.9% | $94,993-37.9% | $147,584-60.0% |
| Participation rate | 85.0% | 78.0%+7.0pp | 73.9%+11.1pp | 82.8%+2.2pp |
| Annual return | 13.79% | 20.77%-7.0pp | 27.12%-13.3pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,348 | $3,160-57.3% | $2,603-48.2% | $4,876-72.4% |
| Participant deferral / active EE | $5,489 | $3,777+45.3% | $3,317+65.5% | $5,439+0.9% |
| Admin fee / account holder | $1,338 | $6,063-77.9% | $4,960-73.0% | $10,885-87.7% |