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 | $81,076 | $85,022-4.6% | $70,515+15.0% | $139,434-41.9% |
| Participation rate | 92.9% | 73.9%+18.9pp | 68.3%+24.5pp | 80.3%+12.5pp |
| Annual return | 15.83% | 30.38%-14.6pp | 32.77%-16.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $560 | $3,909-85.7% | $2,973-81.2% | $4,751-88.2% |
| Participant deferral / active EE | $3,894 | $5,890-33.9% | $4,567-14.7% | $6,710-42.0% |
| Admin fee / account holder | $20,805 | $8,906+133.6% | $6,412+224.5% | $11,403+82.5% |