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 | $67,563 | $99,079-31.8% | $77,999-13.4% | $273,961-75.3% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.5%+18.2pp | 83.0%+10.7pp |
| Annual return | 5.37% | 217.93%-212.6pp | 425.96%-420.6pp | 41.45%-36.1pp |
| Employer contribution / active EE | $572 | $3,308-82.7% | $2,470-76.8% | $4,869-88.2% |
| Participant deferral / active EE | $7,224 | $4,306+67.8% | $3,497+106.6% | $5,287+36.6% |
| Admin fee / account holder | $1,568 | $8,954-82.5% | $5,480-71.4% | $10,132-84.5% |