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 | $84,422 | $93,571-9.8% | $135,903-37.9% | $75,163+12.3% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 22.43% | 30.90%-8.5pp | 68.23%-45.8pp | 160.62%-138.2pp |
| Employer contribution / active EE | $912 | $3,537-74.2% | $4,856-81.2% | $2,670-65.8% |
| Participant deferral / active EE | $9,496 | $6,404+48.3% | $7,758+22.4% | $4,125+130.2% |
| Admin fee / account holder | $4,701 | $6,975-32.6% | $10,762-56.3% | $5,651-16.8% |