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 | $69,058 | $99,652-30.7% | $78,778-12.3% | $147,584-53.2% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.2%+23.1pp | 82.8%+9.5pp |
| Annual return | 15.20% | 47.28%-32.1pp | 35.62%-20.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $816 | $2,796-70.8% | $1,986-58.9% | $4,876-83.3% |
| Participant deferral / active EE | $1,291 | $3,664-64.8% | $2,958-56.4% | $5,439-76.3% |
| Admin fee / account holder | $449 | $7,155-93.7% | $5,134-91.2% | $10,885-95.9% |