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 | $79,557 | $109,881-27.6% | $150,045-47.0% | $84,808-6.2% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.0pp | 68.3%+23.0pp |
| Annual return | 16.32% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $772 | $3,561-78.3% | $4,693-83.5% | $2,631-70.6% |
| Participant deferral / active EE | $5,002 | $6,636-24.6% | $7,997-37.5% | $4,212+18.8% |
| Admin fee / account holder | $2,136 | $8,568-75.1% | $13,435-84.1% | $7,344-70.9% |