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 | $67,530 | $84,233-19.8% | $170,442-60.4% | $70,131-3.7% |
| Participation rate | 76.6% | 70.8%+5.8pp | 83.6%-7.0pp | 69.5%+7.1pp |
| Annual return | 13.71% | 23.06%-9.3pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $988 | $3,387-70.8% | $5,433-81.8% | $2,342-57.8% |
| Participant deferral / active EE | $3,909 | $3,086+26.7% | $4,939-20.9% | $3,332+17.3% |
| Admin fee / account holder | $2,100 | $5,698-63.1% | $13,880-84.9% | $4,645-54.8% |