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 | $53,393 | $112,881-52.7% | $90,951-41.3% | $158,922-66.4% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 13.00% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,972 | $2,893-31.8% | $2,122-7.1% | $4,761-58.6% |
| Participant deferral / active EE | $4,539 | $4,128+10.0% | $3,373+34.6% | $5,982-24.1% |
| Admin fee / account holder | $1,717 | $8,041-78.6% | $5,959-71.2% | $11,246-84.7% |