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 | $73,872 | $112,729-34.5% | $98,716-25.2% | $137,256-46.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.90% | 38.48%-27.6pp | 31.81%-20.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $996 | $2,725-63.5% | $2,279-56.3% | $4,156-76.0% |
| Participant deferral / active EE | $3,960 | $4,640-14.7% | $4,048-2.2% | $6,407-38.2% |
| Admin fee / account holder | $17,095 | $10,129+68.8% | $8,703+96.4% | $12,270+39.3% |