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 | $54,525 | $102,616-46.9% | $81,983-33.5% | $158,922-65.7% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.2%+21.7pp | 82.0%+9.0pp |
| Annual return | 23.49% | 61.04%-37.6pp | 41.31%-17.8pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,478 | $3,240-23.5% | $2,498-0.8% | $4,761-47.9% |
| Participant deferral / active EE | $3,820 | $4,648-17.8% | $3,722+2.6% | $5,982-36.1% |
| Admin fee / account holder | $4,037 | $8,235-51.0% | $5,664-28.7% | $11,246-64.1% |