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 | $55,921 | $78,672-28.9% | $109,143-48.8% | $85,850-34.9% |
| Participation rate | 73.9% | 68.3%+5.6pp | 75.9%-2.0pp | 69.3%+4.6pp |
| Annual return | 14.98% | 25.09%-10.1pp | 25.75%-10.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $693 | $2,735-74.7% | $3,722-81.4% | $2,565-73.0% |
| Participant deferral / active EE | $4,686 | $3,467+35.2% | $4,653+0.7% | $3,952+18.6% |
| Admin fee / account holder | $3,180 | $5,469-41.9% | $6,752-52.9% | $6,260-49.2% |