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 | $54,253 | $124,319-56.4% | $111,297-51.3% | $167,490-67.6% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 9.46% | 37.44%-28.0pp | 54.65%-45.2pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,553 | $3,435-25.7% | $2,731-6.5% | $4,837-47.2% |
| Participant deferral / active EE | $6,709 | $5,180+29.5% | $4,487+49.5% | $6,341+5.8% |
| Admin fee / account holder | $20,844 | $10,618+96.3% | $7,964+161.7% | $12,309+69.3% |