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 | $56,003 | $74,888-25.2% | $71,209-21.4% | $142,382-60.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 13.56% | 345.14%-331.6pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $886 | $2,854-69.0% | $2,721-67.4% | $4,299-79.4% |
| Participant deferral / active EE | $3,816 | $4,454-14.3% | $4,175-8.6% | $6,507-41.4% |
| Admin fee / account holder | $363 | $5,568-93.5% | $5,349-93.2% | $12,624-97.1% |