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 3-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 | $69,986 | $172,111-59.3% | $150,298-53.4% | $137,256-49.0% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 16.97% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,280 | $4,636-72.4% | $4,154-69.2% | $4,156-69.2% |
| Participant deferral / active EE | $4,226 | $6,166-31.5% | $5,453-22.5% | $6,407-34.0% |
| Admin fee / account holder | $1,417 | $16,471-91.4% | $14,116-90.0% | $12,270-88.5% |