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 | $50,288 | $111,535-54.9% | $105,223-52.2% | $137,256-63.4% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 13.85% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,932 | $3,939-51.0% | $3,689-47.6% | $4,156-53.5% |
| Participant deferral / active EE | $4,535 | $5,500-17.5% | $5,072-10.6% | $6,407-29.2% |
| Admin fee / account holder | $17,443 | $9,721+79.4% | $8,859+96.9% | $12,270+42.2% |