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 | $72,501 | $103,376-29.9% | $87,100-16.8% | $152,861-52.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 16.69% | 28.10%-11.4pp | 28.19%-11.5pp | 345.32%-328.6pp |
| Employer contribution / active EE | $3,056 | $3,220-5.1% | $2,521+21.2% | $4,762-35.8% |
| Participant deferral / active EE | $7,468 | $4,778+56.3% | $4,049+84.5% | $5,850+27.7% |
| Admin fee / account holder | $2,001 | $12,205-83.6% | $7,497-73.3% | $11,596-82.7% |