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 | $72,284 | $113,339-36.2% | $94,993-23.9% | $147,584-51.0% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 13.54% | 20.77%-7.2pp | 27.12%-13.6pp | 578.55%-565.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,414 | $3,777-36.1% | $3,317-27.2% | $5,439-55.6% |
| Admin fee / account holder | $4,810 | $6,063-20.7% | $4,960-3.0% | $10,885-55.8% |