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 6-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 | $64,321 | $111,754-42.4% | $103,333-37.8% | $145,922-55.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.47% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,583 | $4,212-62.4% | $3,868-59.1% | $4,660-66.0% |
| Participant deferral / active EE | $4,778 | $5,619-15.0% | $5,057-5.5% | $6,688-28.6% |
| Admin fee / account holder | $4,504 | $9,750-53.8% | $8,355-46.1% | $13,397-66.4% |