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 | $60,369 | $111,754-46.0% | $103,333-41.6% | $145,922-58.6% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 10.13% | 24.77%-14.6pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $5,971 | $4,212+41.7% | $3,868+54.4% | $4,660+28.1% |
| Participant deferral / active EE | $5,583 | $5,619-0.6% | $5,057+10.4% | $6,688-16.5% |
| Admin fee / account holder | $1,005 | $9,750-89.7% | $8,355-88.0% | $13,397-92.5% |