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 | $69,987 | $117,983-40.7% | $101,794-31.2% | $142,382-50.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 21.15% | 36.92%-15.8pp | 30.53%-9.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,009 | $2,773-27.6% | $2,289-12.3% | $4,299-53.3% |
| Participant deferral / active EE | $4,189 | $4,714-11.1% | $4,084+2.6% | $6,507-35.6% |
| Admin fee / account holder | $10,213 | $10,433-2.1% | $8,777+16.4% | $12,624-19.1% |