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 | $62,463 | $86,286-27.6% | $111,297-43.9% | $85,850-27.2% |
| Participation rate | 88.6% | 73.3%+15.2pp | 77.3%+11.3pp | 69.3%+19.3pp |
| Annual return | 12.51% | 19.99%-7.5pp | 54.65%-42.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $901 | $2,043-55.9% | $2,731-67.0% | $2,565-64.9% |
| Participant deferral / active EE | $3,477 | $3,641-4.5% | $4,487-22.5% | $3,952-12.0% |
| Admin fee / account holder | $7,979 | $8,188-2.6% | $7,964+0.2% | $6,260+27.5% |