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 | $61,994 | $115,770-46.5% | $101,248-38.8% | $158,922-61.0% |
| Participation rate | 86.4% | 79.4%+7.0pp | 75.8%+10.6pp | 82.0%+4.4pp |
| Annual return | 7.73% | 56.14%-48.4pp | 46.47%-38.7pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,280 | $4,175-45.4% | $3,660-37.7% | $4,761-52.1% |
| Participant deferral / active EE | $3,685 | $4,957-25.7% | $4,370-15.7% | $5,982-38.4% |
| Admin fee / account holder | $16,562 | $7,245+128.6% | $5,945+178.6% | $11,246+47.3% |