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 | $51,142 | $163,101-68.6% | $136,749-62.6% | $142,382-64.1% |
| Participation rate | 94.1% | 78.2%+15.9pp | 72.1%+22.0pp | 80.1%+14.0pp |
| Annual return | 14.77% | 27.54%-12.8pp | 24.33%-9.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,695 | $4,117-34.5% | $3,400-20.7% | $4,299-37.3% |
| Participant deferral / active EE | $1,868 | $5,585-66.6% | $4,692-60.2% | $6,507-71.3% |
| Admin fee / account holder | $955 | $14,318-93.3% | $11,386-91.6% | $12,624-92.4% |