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 | $50,219 | $94,031-46.6% | $115,768-56.6% | $82,448-39.1% |
| Participation rate | 97.1% | 70.4%+26.7pp | 74.4%+22.7pp | 68.1%+29.1pp |
| Annual return | 17.69% | 20.61%-2.9pp | 100.46%-82.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,760 | $2,323+18.8% | $2,940-6.1% | $2,551+8.2% |
| Participant deferral / active EE | $4,809 | $3,972+21.1% | $4,917-2.2% | $4,139+16.2% |
| Admin fee / account holder | $2,973 | $10,249-71.0% | $12,439-76.1% | $7,234-58.9% |