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 | $54,472 | $104,251-47.7% | $91,001-40.1% | $147,584-63.1% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.6%+17.3pp | 82.8%+10.0pp |
| Annual return | 13.39% | 27.06%-13.7pp | 4.60%+8.8pp | 578.55%-565.2pp |
| Employer contribution / active EE | $455 | $3,116-85.4% | $2,456-81.5% | $4,876-90.7% |
| Participant deferral / active EE | $2,157 | $4,195-48.6% | $3,547-39.2% | $5,439-60.3% |
| Admin fee / account holder | $4,610 | $8,948-48.5% | $5,417-14.9% | $10,885-57.6% |