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 | $68,772 | $162,781-57.8% | $133,956-48.7% | $158,922-56.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 8.13% | 41.94%-33.8pp | 45.09%-37.0pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,128 | $4,975-77.3% | $3,919-71.2% | $4,761-76.3% |
| Participant deferral / active EE | $1,806 | $5,911-69.4% | $5,048-64.2% | $5,982-69.8% |
| Admin fee / account holder | $905 | $11,736-92.3% | $8,927-89.9% | $11,246-92.0% |