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 | $85,100 | $113,339-24.9% | $94,993-10.4% | $147,584-42.3% |
| Participation rate | 84.6% | 78.0%+6.6pp | 73.9%+10.7pp | 82.8%+1.8pp |
| Annual return | 14.58% | 20.77%-6.2pp | 27.12%-12.5pp | 578.55%-564.0pp |
| Employer contribution / active EE | $661 | $3,160-79.1% | $2,603-74.6% | $4,876-86.4% |
| Participant deferral / active EE | $2,073 | $3,777-45.1% | $3,317-37.5% | $5,439-61.9% |
| Admin fee / account holder | $1,080 | $6,063-82.2% | $4,960-78.2% | $10,885-90.1% |