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 | $57,583 | $154,117-62.6% | $129,995-55.7% | $139,434-58.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 11.86% | 32.48%-20.6pp | -137.18%+149.0pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,915 | $5,289-44.9% | $4,320-32.5% | $4,751-38.7% |
| Participant deferral / active EE | $3,643 | $6,710-45.7% | $5,820-37.4% | $6,710-45.7% |
| Admin fee / account holder | $1,083 | $14,007-92.3% | $10,614-89.8% | $11,403-90.5% |