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 | $62,348 | $106,890-41.7% | $84,015-25.8% | $152,861-59.2% |
| Participation rate | 85.0% | 75.2%+9.8pp | 69.0%+16.0pp | 82.4%+2.6pp |
| Annual return | 21.89% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $806 | $2,734-70.5% | $1,983-59.4% | $4,762-83.1% |
| Participant deferral / active EE | $3,152 | $4,011-21.4% | $3,239-2.7% | $5,850-46.1% |
| Admin fee / account holder | $498 | $8,285-94.0% | $6,101-91.8% | $11,596-95.7% |