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 | $49,974 | $135,952-63.2% | $123,892-59.7% | $273,961-81.8% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 10.08% | 56.63%-46.5pp | 47.52%-37.4pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,094 | $5,170-59.5% | $4,617-54.6% | $4,869-57.0% |
| Participant deferral / active EE | $5,962 | $6,343-6.0% | $5,984-0.4% | $5,287+12.8% |
| Admin fee / account holder | $3,800 | $9,817-61.3% | $8,357-54.5% | $10,132-62.5% |