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 | $65,392 | $105,126-37.8% | $94,646-30.9% | $139,434-53.1% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 13.47% | 38.03%-24.6pp | 156.71%-143.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $553 | $4,106-86.5% | $3,672-84.9% | $4,751-88.4% |
| Participant deferral / active EE | $2,475 | $7,599-67.4% | $7,418-66.6% | $6,710-63.1% |
| Admin fee / account holder | $16,869 | $8,984+87.8% | $7,231+133.3% | $11,403+47.9% |