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 9-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 | $55,908 | $101,724-45.0% | $164,813-66.1% | $80,856-30.9% |
| Participation rate | 97.6% | 71.8%+25.8pp | 78.6%+19.0pp | 67.6%+30.0pp |
| Annual return | 13.29% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,974 | $2,953-33.2% | $4,341-54.5% | $2,755-28.4% |
| Participant deferral / active EE | $4,888 | $4,477+9.2% | $6,031-19.0% | $4,296+13.8% |
| Admin fee / account holder | $12,107 | $8,227+47.2% | $12,690-4.6% | $6,918+75.0% |