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 | $73,106 | $94,625-22.7% | $116,228-37.1% | $84,808-13.8% |
| Participation rate | 93.7% | 70.4%+23.2pp | 74.6%+19.1pp | 68.3%+25.3pp |
| Annual return | 17.06% | 20.40%-3.3pp | 90.06%-73.0pp | 40.90%-23.8pp |
| Employer contribution / active EE | $904 | $2,347-61.5% | $2,994-69.8% | $2,631-65.6% |
| Participant deferral / active EE | $3,455 | $3,972-13.0% | $4,953-30.3% | $4,212-18.0% |
| Admin fee / account holder | $1,587 | $10,091-84.3% | $11,989-86.8% | $7,344-78.4% |