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 | $73,730 | $115,882-36.4% | $100,516-26.6% | $158,922-53.6% |
| Participation rate | 93.8% | 81.6%+12.2pp | 79.4%+14.3pp | 82.0%+11.8pp |
| Annual return | 13.39% | 34.79%-21.4pp | 30.89%-17.5pp | 302.83%-289.4pp |
| Employer contribution / active EE | $709 | $4,103-82.7% | $3,418-79.3% | $4,761-85.1% |
| Participant deferral / active EE | $5,767 | $6,674-13.6% | $6,270-8.0% | $5,982-3.6% |
| Admin fee / account holder | $4,092 | $10,995-62.8% | $8,081-49.4% | $11,246-63.6% |