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 | $53,002 | $101,069-47.6% | $81,478-34.9% | $147,584-64.1% |
| Participation rate | 91.7% | 74.5%+17.2pp | 68.0%+23.7pp | 82.8%+8.8pp |
| Annual return | 23.76% | 32.40%-8.6pp | 38.78%-15.0pp | 578.55%-554.8pp |
| Employer contribution / active EE | $2,650 | $3,205-17.3% | $2,568+3.2% | $4,876-45.7% |
| Participant deferral / active EE | $3,237 | $4,242-23.7% | $3,537-8.5% | $5,439-40.5% |
| Admin fee / account holder | $6,432 | $5,812+10.7% | $4,561+41.0% | $10,885-40.9% |