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 | $52,525 | $101,069-48.0% | $81,478-35.5% | $147,584-64.4% |
| Participation rate | 85.0% | 74.5%+10.5pp | 68.0%+17.0pp | 82.8%+2.2pp |
| Annual return | 18.40% | 32.40%-14.0pp | 38.78%-20.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $904 | $3,205-71.8% | $2,568-64.8% | $4,876-81.5% |
| Participant deferral / active EE | $1,892 | $4,242-55.4% | $3,537-46.5% | $5,439-65.2% |
| Admin fee / account holder | $2,256 | $5,812-61.2% | $4,561-50.5% | $10,885-79.3% |