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 | $56,921 | $87,733-35.1% | $106,548-46.6% | $85,850-33.7% |
| Participation rate | 94.7% | 71.9%+22.8pp | 76.1%+18.6pp | 69.3%+25.4pp |
| Annual return | 17.65% | 21.86%-4.2pp | 26.80%-9.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $640 | $2,073-69.1% | $2,819-77.3% | $2,565-75.0% |
| Participant deferral / active EE | $2,569 | $3,469-25.9% | $4,398-41.6% | $3,952-35.0% |
| Admin fee / account holder | $3,542 | $6,767-47.7% | $7,407-52.2% | $6,260-43.4% |