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 | $51,351 | $135,952-62.2% | $123,892-58.6% | $273,961-81.3% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 22.29% | 56.63%-34.3pp | 47.52%-25.2pp | 41.45%-19.2pp |
| Employer contribution / active EE | $1,341 | $5,170-74.1% | $4,617-71.0% | $4,869-72.5% |
| Participant deferral / active EE | $6,791 | $6,343+7.1% | $5,984+13.5% | $5,287+28.4% |
| Admin fee / account holder | $506 | $9,817-94.8% | $8,357-93.9% | $10,132-95.0% |