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 | $53,127 | $111,754-52.5% | $103,333-48.6% | $145,922-63.6% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 12.53% | 24.77%-12.2pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,988 | $4,212-29.1% | $3,868-22.8% | $4,660-35.9% |
| Participant deferral / active EE | $7,502 | $5,619+33.5% | $5,057+48.3% | $6,688+12.2% |
| Admin fee / account holder | $1,079 | $9,750-88.9% | $8,355-87.1% | $13,397-91.9% |