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 | $81,476 | $228,332-64.3% | $185,823-56.2% | $158,922-48.7% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 12.69% | 40.80%-28.1pp | 35.95%-23.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $529 | $4,967-89.3% | $4,087-87.1% | $4,761-88.9% |
| Participant deferral / active EE | $3,650 | $6,415-43.1% | $5,632-35.2% | $5,982-39.0% |
| Admin fee / account holder | $2,477 | $11,864-79.1% | $9,500-73.9% | $11,246-78.0% |