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 | $59,418 | $117,983-49.6% | $101,794-41.6% | $142,382-58.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 16.12% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,290 | $2,773-53.5% | $2,289-43.7% | $4,299-70.0% |
| Participant deferral / active EE | $1,687 | $4,714-64.2% | $4,084-58.7% | $6,507-74.1% |
| Admin fee / account holder | $5,117 | $10,433-51.0% | $8,777-41.7% | $12,624-59.5% |