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 | $65,179 | $94,031-30.7% | $115,768-43.7% | $82,448-20.9% |
| Participation rate | 72.5% | 70.4%+2.0pp | 74.4%-1.9pp | 68.1%+4.4pp |
| Annual return | 14.76% | 20.61%-5.9pp | 100.46%-85.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $893 | $2,323-61.6% | $2,940-69.6% | $2,551-65.0% |
| Participant deferral / active EE | $3,370 | $3,972-15.2% | $4,917-31.5% | $4,139-18.6% |
| Admin fee / account holder | $12,130 | $10,249+18.3% | $12,439-2.5% | $7,234+67.7% |