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 | $60,580 | $117,983-48.7% | $101,794-40.5% | $142,382-57.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 10.51% | 36.92%-26.4pp | 30.53%-20.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,726 | $2,773-1.7% | $2,289+19.1% | $4,299-36.6% |
| Participant deferral / active EE | $6,015 | $4,714+27.6% | $4,084+47.3% | $6,507-7.6% |
| Admin fee / account holder | $5,516 | $10,433-47.1% | $8,777-37.2% | $12,624-56.3% |