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 | $102,532 | $232,540-55.9% | $185,117-44.6% | $147,584-30.5% |
| Participation rate | 95.5% | 82.4%+13.1pp | 77.3%+18.2pp | 82.8%+12.6pp |
| Annual return | 16.43% | 43.03%-26.6pp | 40.50%-24.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,178 | $5,195-58.1% | $4,182-47.9% | $4,876-55.3% |
| Participant deferral / active EE | $4,822 | $5,834-17.3% | $5,045-4.4% | $5,439-11.3% |
| Admin fee / account holder | $2,229 | $10,275-78.3% | $8,159-72.7% | $10,885-79.5% |