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 | $59,924 | $102,245-41.4% | $89,340-32.9% | $137,256-56.3% |
| Participation rate | 90.9% | 74.9%+16.0pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 12.09% | 21.89%-9.8pp | 20.57%-8.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $341 | $2,529-86.5% | $2,231-84.7% | $4,156-91.8% |
| Participant deferral / active EE | $2,256 | $4,436-49.1% | $3,823-41.0% | $6,407-64.8% |
| Admin fee / account holder | $55,287 | $8,085+583.8% | $6,704+724.7% | $12,270+350.6% |