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 | $74,954 | $86,286-13.1% | $111,297-32.7% | $85,850-12.7% |
| Participation rate | 87.2% | 73.3%+13.9pp | 77.3%+9.9pp | 69.3%+17.9pp |
| Annual return | 12.30% | 19.99%-7.7pp | 54.65%-42.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $998 | $2,043-51.1% | $2,731-63.4% | $2,565-61.1% |
| Participant deferral / active EE | $2,563 | $3,641-29.6% | $4,487-42.9% | $3,952-35.1% |
| Admin fee / account holder | $3,939 | $8,188-51.9% | $7,964-50.5% | $6,260-37.1% |