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 | $72,895 | $135,952-46.4% | $123,892-41.2% | $273,961-73.4% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 6.57% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $972 | $5,170-81.2% | $4,617-78.9% | $4,869-80.0% |
| Participant deferral / active EE | $4,949 | $6,343-22.0% | $5,984-17.3% | $5,287-6.4% |
| Admin fee / account holder | $29,171 | $9,817+197.1% | $8,357+249.1% | $10,132+187.9% |