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 | $35,923 | $112,729-68.1% | $98,716-63.6% | $137,256-73.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 16.40% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $552 | $2,725-79.8% | $2,279-75.8% | $4,156-86.7% |
| Participant deferral / active EE | $4,285 | $4,640-7.7% | $4,048+5.9% | $6,407-33.1% |
| Admin fee / account holder | $4,843 | $10,129-52.2% | $8,703-44.4% | $12,270-60.5% |