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 | $115,245 | $105,859+8.9% | $90,160+27.8% | $147,584-21.9% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 19.57% | 37.63%-18.1pp | 34.88%-15.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,227 | $4,126-46.0% | $3,318-32.9% | $4,876-54.3% |
| Participant deferral / active EE | $3,377 | $5,733-41.1% | $5,288-36.1% | $5,439-37.9% |
| Admin fee / account holder | $1,353 | $8,046-83.2% | $5,943-77.2% | $10,885-87.6% |