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 | $57,516 | $109,881-47.7% | $150,045-61.7% | $84,808-32.2% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 16.88% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,838 | $3,561-48.4% | $4,693-60.8% | $2,631-30.1% |
| Participant deferral / active EE | $9,531 | $6,636+43.6% | $7,997+19.2% | $4,212+126.3% |
| Admin fee / account holder | $7,144 | $8,568-16.6% | $13,435-46.8% | $7,344-2.7% |