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 | $53,860 | $79,944-32.6% | $98,439-45.3% | $75,163-28.3% |
| Participation rate | 91.8% | 70.4%+21.5pp | 75.2%+16.7pp | 67.2%+24.6pp |
| Annual return | 15.82% | 19.75%-3.9pp | 21.16%-5.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $782 | $2,264-65.5% | $3,048-74.4% | $2,670-70.7% |
| Participant deferral / active EE | $4,199 | $3,752+11.9% | $4,738-11.4% | $4,125+1.8% |
| Admin fee / account holder | $12,608 | $6,840+84.3% | $8,948+40.9% | $5,651+123.1% |