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 | $54,494 | $118,680-54.1% | $98,907-44.9% | $158,922-65.7% |
| Participation rate | 89.5% | 77.8%+11.7pp | 76.0%+13.4pp | 82.0%+7.5pp |
| Annual return | 14.17% | 372.35%-358.2pp | 196.43%-182.3pp | 302.83%-288.7pp |
| Employer contribution / active EE | $817 | $3,333-75.5% | $2,689-69.6% | $4,761-82.8% |
| Participant deferral / active EE | $1,974 | $5,088-61.2% | $4,244-53.5% | $5,982-67.0% |
| Admin fee / account holder | $359 | $10,131-96.5% | $6,642-94.6% | $11,246-96.8% |