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 | $60,482 | $91,552-33.9% | $133,956-54.8% | $79,858-24.3% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | 11.35% | 61.85%-50.5pp | 45.09%-33.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $892 | $2,384-62.6% | $3,919-77.2% | $2,471-63.9% |
| Participant deferral / active EE | $6,119 | $3,733+63.9% | $5,048+21.2% | $3,740+63.6% |
| Admin fee / account holder | $4,014 | $6,321-36.5% | $8,927-55.0% | $5,306-24.4% |