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 | $31,658 | $172,111-81.6% | $150,298-78.9% | $137,256-76.9% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 13.48% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,030 | $4,636-56.2% | $4,154-51.1% | $4,156-51.1% |
| Participant deferral / active EE | $7,280 | $6,166+18.1% | $5,453+33.5% | $6,407+13.6% |
| Admin fee / account holder | $3,600 | $16,471-78.1% | $14,116-74.5% | $12,270-70.7% |