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 | $30,861 | $67,606-54.4% | $82,313-62.5% | $70,131-56.0% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.9%+22.0pp | 69.5%+29.3pp |
| Annual return | 19.28% | 21.57%-2.3pp | 25.88%-6.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $3,022 | $1,755+72.2% | $2,428+24.5% | $2,342+29.0% |
| Participant deferral / active EE | $3,247 | $2,987+8.7% | $3,706-12.4% | $3,332-2.6% |
| Admin fee / account holder | $583 | $4,512-87.1% | $5,608-89.6% | $4,645-87.5% |