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 | $64,909 | $100,754-35.6% | $86,677-25.1% | $134,475-51.7% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | 1.49% | 29.04%-27.5pp | 35.91%-34.4pp | 417.96%-416.5pp |
| Employer contribution / active EE | $2,052 | $3,489-41.2% | $2,836-27.6% | $4,740-56.7% |
| Participant deferral / active EE | $7,710 | $5,338+44.4% | $4,656+65.6% | $6,400+20.5% |
| Admin fee / account holder | $2,441 | $10,926-77.7% | $7,493-67.4% | $11,426-78.6% |