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 | $59,750 | $86,286-30.8% | $111,297-46.3% | $85,850-30.4% |
| Participation rate | 94.4% | 73.3%+21.1pp | 77.3%+17.1pp | 69.3%+25.1pp |
| Annual return | 12.14% | 19.99%-7.8pp | 54.65%-42.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $925 | $2,043-54.7% | $2,731-66.1% | $2,565-64.0% |
| Participant deferral / active EE | $3,540 | $3,641-2.8% | $4,487-21.1% | $3,952-10.4% |
| Admin fee / account holder | $2,806 | $8,188-65.7% | $7,964-64.8% | $6,260-55.2% |