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 | $77,960 | $103,376-24.6% | $87,100-10.5% | $152,861-49.0% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 22.58% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.7pp |
| Employer contribution / active EE | $742 | $3,220-77.0% | $2,521-70.6% | $4,762-84.4% |
| Participant deferral / active EE | $5,482 | $4,778+14.7% | $4,049+35.4% | $5,850-6.3% |
| Admin fee / account holder | $1,970 | $12,205-83.9% | $7,497-73.7% | $11,596-83.0% |