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 | $57,558 | $95,416-39.7% | $185,823-69.0% | $85,850-33.0% |
| Participation rate | 81.6% | 68.8%+12.8pp | 81.7%-0.1pp | 69.3%+12.3pp |
| Annual return | 13.85% | 23.59%-9.7pp | 122.05%-108.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $921 | $3,314-72.2% | $5,167-82.2% | $2,565-64.1% |
| Participant deferral / active EE | $4,407 | $3,423+28.7% | $5,568-20.8% | $3,952+11.5% |
| Admin fee / account holder | $9,276 | $7,213+28.6% | $16,237-42.9% | $6,260+48.2% |