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 | $51,467 | $102,966-50.0% | $90,281-43.0% | $152,861-66.3% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 23.52% | 95.16%-71.6pp | 78.10%-54.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,755 | $3,139+19.6% | $2,854+31.6% | $4,762-21.2% |
| Participant deferral / active EE | $5,961 | $4,281+39.2% | $3,885+53.4% | $5,850+1.9% |
| Admin fee / account holder | $1,551 | $6,171-74.9% | $5,351-71.0% | $11,596-86.6% |