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 | $68,767 | $127,264-46.0% | $109,895-37.4% | $167,490-58.9% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.2%+21.4pp | 82.1%+13.5pp |
| Annual return | 12.03% | 22.97%-10.9pp | 29.45%-17.4pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,356 | $3,322-29.1% | $2,842-17.1% | $4,837-51.3% |
| Participant deferral / active EE | $4,767 | $4,514+5.6% | $4,048+17.8% | $6,341-24.8% |
| Admin fee / account holder | $1,629 | $7,114-77.1% | $6,066-73.1% | $12,309-86.8% |