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 | $48,596 | $115,770-58.0% | $101,248-52.0% | $158,922-69.4% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 18.76% | 56.14%-37.4pp | 46.47%-27.7pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,892 | $4,175-54.7% | $3,660-48.3% | $4,761-60.3% |
| Participant deferral / active EE | $5,230 | $4,957+5.5% | $4,370+19.7% | $5,982-12.6% |
| Admin fee / account holder | $1,799 | $7,245-75.2% | $5,945-69.7% | $11,246-84.0% |