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 | $79,847 | $110,257-27.6% | $96,544-17.3% | $139,434-42.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 11.20% | 26.32%-15.1pp | 25.84%-14.6pp | 372.94%-361.7pp |
| Employer contribution / active EE | $19,208 | $3,620+430.7% | $2,965+547.9% | $4,751+304.3% |
| Participant deferral / active EE | $3,360 | $5,548-39.4% | $4,851-30.7% | $6,710-49.9% |
| Admin fee / account holder | $69,201 | $11,591+497.0% | $8,252+738.6% | $11,403+506.9% |