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 | $51,007 | $127,065-59.9% | $113,168-54.9% | $142,382-64.2% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 16.42% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,726 | $3,442+37.3% | $2,975+58.8% | $4,299+9.9% |
| Participant deferral / active EE | $6,187 | $5,716+8.2% | $5,107+21.1% | $6,507-4.9% |
| Admin fee / account holder | $4,341 | $15,736-72.4% | $12,068-64.0% | $12,624-65.6% |