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 | $53,465 | $158,398-66.2% | $126,539-57.7% | $142,382-62.4% |
| Participation rate | 81.8% | 75.8%+6.0pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 14.56% | 593.76%-579.2pp | 425.95%-411.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $567 | $4,650-87.8% | $3,674-84.6% | $4,299-86.8% |
| Participant deferral / active EE | $1,134 | $4,767-76.2% | $4,083-72.2% | $6,507-82.6% |
| Admin fee / account holder | $1,966 | $6,918-71.6% | $6,065-67.6% | $12,624-84.4% |