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 | $72,801 | $124,881-41.7% | $209,409-65.2% | $116,875-37.7% |
| Participation rate | 93.0% | 75.8%+17.3pp | 80.4%+12.7pp | 74.5%+18.5pp |
| Annual return | 11.93% | 14.56%-2.6pp | 159.49%-147.6pp | 16.29%-4.4pp |
| Employer contribution / active EE | $863 | $2,588-66.6% | $5,035-82.8% | $3,288-73.7% |
| Participant deferral / active EE | $5,041 | $3,793+32.9% | $4,230+19.2% | $3,885+29.8% |
| Admin fee / account holder | $16,347 | $12,933+26.4% | $16,474-0.8% | $12,263+33.3% |