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 | $74,929 | $86,286-13.2% | $111,297-32.7% | $85,850-12.7% |
| Participation rate | 90.4% | 73.3%+17.0pp | 77.3%+13.1pp | 69.3%+21.0pp |
| Annual return | 17.92% | 19.99%-2.1pp | 54.65%-36.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $785 | $2,043-61.6% | $2,731-71.3% | $2,565-69.4% |
| Participant deferral / active EE | $6,493 | $3,641+78.3% | $4,487+44.7% | $3,952+64.3% |
| Admin fee / account holder | $3,051 | $8,188-62.7% | $7,964-61.7% | $6,260-51.3% |