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 | $54,309 | $117,381-53.7% | $99,443-45.4% | $152,861-64.5% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.4%+7.6pp |
| Annual return | 41.70% | 31.87%+9.8pp | 30.72%+11.0pp | 345.32%-303.6pp |
| Employer contribution / active EE | $724 | $3,013-76.0% | $2,540-71.5% | $4,762-84.8% |
| Participant deferral / active EE | $1,668 | $4,086-59.2% | $3,619-53.9% | $5,850-71.5% |
| Admin fee / account holder | $1,648 | $7,631-78.4% | $6,250-73.6% | $11,596-85.8% |