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 | $84,901 | $109,413-22.4% | $156,263-45.7% | $84,808+0.1% |
| Participation rate | 94.6% | 72.7%+21.9pp | 78.9%+15.7pp | 68.3%+26.3pp |
| Annual return | 14.57% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $810 | $2,907-72.1% | $4,333-81.3% | $2,631-69.2% |
| Participant deferral / active EE | $4,062 | $4,590-11.5% | $6,158-34.0% | $4,212-3.6% |
| Admin fee / account holder | $4,330 | $9,357-53.7% | $14,255-69.6% | $7,344-41.0% |