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 | $56,202 | $94,031-40.2% | $115,768-51.5% | $82,448-31.8% |
| Participation rate | 98.2% | 70.4%+27.8pp | 74.4%+23.8pp | 68.1%+30.1pp |
| Annual return | 17.81% | 20.61%-2.8pp | 100.46%-82.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $990 | $2,323-57.4% | $2,940-66.3% | $2,551-61.2% |
| Participant deferral / active EE | $5,612 | $3,972+41.3% | $4,917+14.2% | $4,139+35.6% |
| Admin fee / account holder | $3,323 | $10,249-67.6% | $12,439-73.3% | $7,234-54.1% |