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 | $53,165 | $87,013-38.9% | $106,213-49.9% | $80,856-34.2% |
| Participation rate | 77.6% | 70.4%+7.2pp | 75.3%+2.3pp | 67.6%+10.0pp |
| Annual return | 12.33% | 17.05%-4.7pp | 116.14%-103.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $862 | $2,395-64.0% | $3,171-72.8% | $2,755-68.7% |
| Participant deferral / active EE | $4,064 | $3,986+2.0% | $5,016-19.0% | $4,296-5.4% |
| Admin fee / account holder | $3,378 | $8,431-59.9% | $11,033-69.4% | $6,918-51.2% |