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 5-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 | $50,431 | $117,983-57.3% | $101,794-50.5% | $142,382-64.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 16.27% | 36.92%-20.6pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,980 | $2,773+7.5% | $2,289+30.2% | $4,299-30.7% |
| Participant deferral / active EE | $7,760 | $4,714+64.6% | $4,084+90.0% | $6,507+19.3% |
| Admin fee / account holder | $8,019 | $10,433-23.1% | $8,777-8.6% | $12,624-36.5% |