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 | $52,317 | $124,319-57.9% | $111,297-53.0% | $167,490-68.8% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 14.06% | 37.44%-23.4pp | 54.65%-40.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,917 | $3,435-44.2% | $2,731-29.8% | $4,837-60.4% |
| Participant deferral / active EE | $4,993 | $5,180-3.6% | $4,487+11.3% | $6,341-21.3% |
| Admin fee / account holder | $596 | $10,618-94.4% | $7,964-92.5% | $12,309-95.2% |