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 | $49,587 | $232,540-78.7% | $185,117-73.2% | $147,584-66.4% |
| Participation rate | 95.0% | 82.4%+12.6pp | 77.3%+17.7pp | 82.8%+12.2pp |
| Annual return | 13.95% | 43.03%-29.1pp | 40.50%-26.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,965 | $5,195-62.2% | $4,182-53.0% | $4,876-59.7% |
| Participant deferral / active EE | $1,719 | $5,834-70.5% | $5,045-65.9% | $5,439-68.4% |
| Admin fee / account holder | $7,403 | $10,275-27.9% | $8,159-9.3% | $10,885-32.0% |