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 | $71,999 | $101,069-28.8% | $81,478-11.6% | $147,584-51.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.33% | 32.40%-17.1pp | 38.78%-23.4pp | 578.55%-563.2pp |
| Employer contribution / active EE | $734 | $3,205-77.1% | $2,568-71.4% | $4,876-85.0% |
| Participant deferral / active EE | $5,490 | $4,242+29.4% | $3,537+55.2% | $5,439+0.9% |
| Admin fee / account holder | $1,183 | $5,812-79.6% | $4,561-74.1% | $10,885-89.1% |