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 6-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 | $64,750 | $127,777-49.3% | $106,548-39.2% | $167,490-61.3% |
| Participation rate | 84.6% | 78.3%+6.3pp | 76.1%+8.5pp | 82.1%+2.5pp |
| Annual return | 11.98% | 33.87%-21.9pp | 26.80%-14.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,222 | $3,427-35.2% | $2,819-21.2% | $4,837-54.1% |
| Participant deferral / active EE | $5,664 | $5,087+11.3% | $4,398+28.8% | $6,341-10.7% |
| Admin fee / account holder | $25,339 | $11,228+125.7% | $7,407+242.1% | $12,309+105.9% |