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 | $85,060 | $101,724-16.4% | $164,813-48.4% | $80,856+5.2% |
| Participation rate | 71.7% | 71.8%-0.1pp | 78.6%-6.9pp | 67.6%+4.1pp |
| Annual return | 16.17% | 16.72%-0.5pp | 69.93%-53.8pp | 35.59%-19.4pp |
| Employer contribution / active EE | $994 | $2,953-66.3% | $4,341-77.1% | $2,755-63.9% |
| Participant deferral / active EE | $3,761 | $4,477-16.0% | $6,031-37.6% | $4,296-12.5% |
| Admin fee / account holder | $2,208 | $8,227-73.2% | $12,690-82.6% | $6,918-68.1% |