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 | $52,883 | $124,319-57.5% | $111,297-52.5% | $167,490-68.4% |
| Participation rate | 95.7% | 79.6%+16.0pp | 77.3%+18.3pp | 82.1%+13.5pp |
| Annual return | 14.72% | 37.44%-22.7pp | 54.65%-39.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $5,048 | $3,435+46.9% | $2,731+84.8% | $4,837+4.3% |
| Participant deferral / active EE | $3,723 | $5,180-28.1% | $4,487-17.0% | $6,341-41.3% |
| Admin fee / account holder | $4,243 | $10,618-60.0% | $7,964-46.7% | $12,309-65.5% |