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 | $65,622 | $104,251-37.1% | $91,001-27.9% | $147,584-55.5% |
| Participation rate | 87.0% | 78.2%+8.7pp | 75.6%+11.4pp | 82.8%+4.1pp |
| Annual return | 17.80% | 27.06%-9.3pp | 4.60%+13.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $584 | $3,116-81.3% | $2,456-76.2% | $4,876-88.0% |
| Participant deferral / active EE | $2,453 | $4,195-41.5% | $3,547-30.9% | $5,439-54.9% |
| Admin fee / account holder | $11,896 | $8,948+32.9% | $5,417+119.6% | $10,885+9.3% |