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 | $62,820 | $117,983-46.8% | $101,794-38.3% | $142,382-55.9% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.2%+4.5pp | 80.1%-6.4pp |
| Annual return | 52.96% | 36.92%+16.0pp | 30.53%+22.4pp | 217.08%-164.1pp |
| Employer contribution / active EE | $1,086 | $2,773-60.8% | $2,289-52.6% | $4,299-74.7% |
| Participant deferral / active EE | $2,309 | $4,714-51.0% | $4,084-43.5% | $6,507-64.5% |
| Admin fee / account holder | $22,620 | $10,433+116.8% | $8,777+157.7% | $12,624+79.2% |