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 | $64,125 | $113,339-43.4% | $94,993-32.5% | $147,584-56.5% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 21.99% | 20.77%+1.2pp | 27.12%-5.1pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,354 | $3,160-57.1% | $2,603-48.0% | $4,876-72.2% |
| Participant deferral / active EE | $1,557 | $3,777-58.8% | $3,317-53.1% | $5,439-71.4% |
| Admin fee / account holder | $3,338 | $6,063-44.9% | $4,960-32.7% | $10,885-69.3% |