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 | $56,138 | $124,319-54.8% | $111,297-49.6% | $167,490-66.5% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 12.34% | 37.44%-25.1pp | 54.65%-42.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,466 | $3,435-57.3% | $2,731-46.3% | $4,837-69.7% |
| Participant deferral / active EE | $5,000 | $5,180-3.5% | $4,487+11.4% | $6,341-21.2% |
| Admin fee / account holder | $394 | $10,618-96.3% | $7,964-95.0% | $12,309-96.8% |