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 | $49,772 | $111,754-55.5% | $103,333-51.8% | $145,922-65.9% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 19.26% | 24.77%-5.5pp | 24.88%-5.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,454 | $4,212-41.8% | $3,868-36.6% | $4,660-47.3% |
| Participant deferral / active EE | $8,111 | $5,619+44.4% | $5,057+60.4% | $6,688+21.3% |
| Admin fee / account holder | $4,064 | $9,750-58.3% | $8,355-51.4% | $13,397-69.7% |