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 | $35,670 | $56,114-36.4% | $96,139-62.9% | $85,850-58.5% |
| Participation rate | 70.0% | 56.7%+13.3pp | 68.4%+1.6pp | 69.3%+0.7pp |
| Annual return | 19.85% | 42.30%-22.5pp | 191.94%-172.1pp | 318.53%-298.7pp |
| Employer contribution / active EE | $2,025 | $1,620+25.0% | $2,797-27.6% | $2,565-21.1% |
| Participant deferral / active EE | $3,749 | $2,859+31.1% | $4,349-13.8% | $3,952-5.1% |
| Admin fee / account holder | $964 | $3,768-74.4% | $5,537-82.6% | $6,260-84.6% |