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 | $68,157 | $104,251-34.6% | $91,001-25.1% | $147,584-53.8% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.6%-2.3pp | 82.8%-9.5pp |
| Annual return | 16.22% | 27.06%-10.8pp | 4.60%+11.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $942 | $3,116-69.8% | $2,456-61.6% | $4,876-80.7% |
| Participant deferral / active EE | $2,473 | $4,195-41.1% | $3,547-30.3% | $5,439-54.5% |
| Admin fee / account holder | $22,269 | $8,948+148.9% | $5,417+311.1% | $10,885+104.6% |