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 | $77,767 | $95,266-18.4% | $82,389-5.6% | $142,382-45.4% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 19.51% | 25.74%-6.2pp | 28.67%-9.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $850 | $2,991-71.6% | $2,517-66.2% | $4,299-80.2% |
| Participant deferral / active EE | $1,679 | $4,809-65.1% | $4,155-59.6% | $6,507-74.2% |
| Admin fee / account holder | $685 | $8,563-92.0% | $7,231-90.5% | $12,624-94.6% |