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 | $56,861 | $112,096-49.3% | $95,952-40.7% | $158,922-64.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 7.52% | 171.09%-163.6pp | 91.61%-84.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $734 | $3,198-77.1% | $2,541-71.1% | $4,761-84.6% |
| Participant deferral / active EE | $2,597 | $4,784-45.7% | $4,167-37.7% | $5,982-56.6% |
| Admin fee / account holder | $2,328 | $10,130-77.0% | $6,795-65.7% | $11,246-79.3% |