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 | $34,832 | $115,770-69.9% | $101,248-65.6% | $158,922-78.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 14.34% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,853 | $4,175-55.6% | $3,660-49.4% | $4,761-61.1% |
| Participant deferral / active EE | $5,798 | $4,957+17.0% | $4,370+32.7% | $5,982-3.1% |
| Admin fee / account holder | $12,416 | $7,245+71.4% | $5,945+108.8% | $11,246+10.4% |