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 | $70,105 | $40,256+74.1% | $57,343+22.3% | $59,632+17.6% |
| Participation rate | 92.2% | 69.2%+23.0pp | 75.1%+17.1pp | 68.7%+23.5pp |
| Annual return | 2.43% | 27.49%-25.1pp | 24.39%-22.0pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $1,626 | $1,922-15.4% | $2,689-39.5% | $2,203-26.2% |
| Participant deferral / active EE | $2,665 | $2,399+11.1% | $3,162-15.7% | $3,192-16.5% |
| Admin fee / account holder | $1,537 | $2,818-45.5% | $3,356-54.2% | $4,297-64.2% |