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 | $52,670 | $105,126-49.9% | $94,646-44.4% | $139,434-62.2% |
| Participation rate | 92.9% | 82.4%+10.5pp | 80.8%+12.0pp | 80.3%+12.5pp |
| Annual return | 16.44% | 38.03%-21.6pp | 156.71%-140.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,129 | $4,106-23.8% | $3,672-14.8% | $4,751-34.1% |
| Participant deferral / active EE | $8,219 | $7,599+8.1% | $7,418+10.8% | $6,710+22.5% |
| Admin fee / account holder | $2,606 | $8,984-71.0% | $7,231-64.0% | $11,403-77.1% |