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 | $66,248 | $124,319-46.7% | $111,297-40.5% | $167,490-60.4% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.3%+17.1pp | 82.1%+12.3pp |
| Annual return | 16.17% | 37.44%-21.3pp | 54.65%-38.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,432 | $3,435-29.2% | $2,731-11.0% | $4,837-49.7% |
| Participant deferral / active EE | $3,414 | $5,180-34.1% | $4,487-23.9% | $6,341-46.2% |
| Admin fee / account holder | $6,764 | $10,618-36.3% | $7,964-15.1% | $12,309-45.1% |