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 | $56,620 | $89,355-36.6% | $141,162-59.9% | $72,985-22.4% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 22.81% | 111.85%-89.0pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $697 | $3,114-77.6% | $4,735-85.3% | $2,440-71.4% |
| Participant deferral / active EE | $4,606 | $5,418-15.0% | $6,709-31.3% | $3,607+27.7% |
| Admin fee / account holder | $12,564 | $5,958+110.9% | $10,261+22.4% | $5,124+145.2% |