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 | $37,029 | $176,377-79.0% | $134,143-72.4% | $158,922-76.7% |
| Participation rate | 90.9% | 78.7%+12.2pp | 72.2%+18.7pp | 82.0%+9.0pp |
| Annual return | 13.95% | 63.63%-49.7pp | 36.33%-22.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,150 | $5,040-57.4% | $3,704-42.0% | $4,761-54.8% |
| Participant deferral / active EE | $3,845 | $4,091-6.0% | $3,499+9.9% | $5,982-35.7% |
| Admin fee / account holder | $484 | $8,718-94.5% | $6,684-92.8% | $11,246-95.7% |