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 | $63,293 | $118,450-46.6% | $98,439-35.7% | $139,434-54.6% |
| Participation rate | 94.1% | 77.4%+16.7pp | 75.2%+19.0pp | 80.3%+13.8pp |
| Annual return | 18.14% | 18.94%-0.8pp | 21.16%-3.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,544 | $3,609-29.5% | $3,048-16.5% | $4,751-46.5% |
| Participant deferral / active EE | $6,418 | $5,392+19.0% | $4,738+35.5% | $6,710-4.4% |
| Admin fee / account holder | $871 | $14,026-93.8% | $8,948-90.3% | $11,403-92.4% |