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 5-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 | $67,041 | $100,773-33.5% | $88,946-24.6% | $142,382-52.9% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 13.88% | 70.18%-56.3pp | 57.82%-43.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $646 | $2,918-77.9% | $2,555-74.7% | $4,299-85.0% |
| Participant deferral / active EE | $1,401 | $5,230-73.2% | $4,581-69.4% | $6,507-78.5% |
| Admin fee / account holder | $636 | $9,693-93.4% | $8,261-92.3% | $12,624-95.0% |