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 | $46,967 | $110,257-57.4% | $96,544-51.4% | $139,434-66.3% |
| Participation rate | 95.5% | 78.1%+17.4pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 18.08% | 26.32%-8.2pp | 25.84%-7.8pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,314 | $3,620-36.1% | $2,965-22.0% | $4,751-51.3% |
| Participant deferral / active EE | $7,230 | $5,548+30.3% | $4,851+49.1% | $6,710+7.7% |
| Admin fee / account holder | $873 | $11,591-92.5% | $8,252-89.4% | $11,403-92.3% |