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 | $54,013 | $105,860-49.0% | $90,749-40.5% | $134,475-59.8% |
| Participation rate | 86.7% | 78.2%+8.4pp | 75.7%+11.0pp | 81.2%+5.4pp |
| Annual return | 8.67% | -11.01%+19.7pp | -12.16%+20.8pp | 417.96%-409.3pp |
| Employer contribution / active EE | $2,264 | $3,462-34.6% | $2,921-22.5% | $4,740-52.2% |
| Participant deferral / active EE | $4,180 | $5,216-19.8% | $4,564-8.4% | $6,400-34.7% |
| Admin fee / account holder | $459 | $13,938-96.7% | $8,445-94.6% | $11,426-96.0% |