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 | $53,802 | $86,286-37.6% | $111,297-51.7% | $85,850-37.3% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 12.23% | 19.99%-7.8pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $611 | $2,043-70.1% | $2,731-77.6% | $2,565-76.2% |
| Participant deferral / active EE | $5,474 | $3,641+50.4% | $4,487+22.0% | $3,952+38.5% |
| Admin fee / account holder | $3,367 | $8,188-58.9% | $7,964-57.7% | $6,260-46.2% |