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 | $69,287 | $113,339-38.9% | $94,993-27.1% | $147,584-53.1% |
| Participation rate | 95.8% | 78.0%+17.9pp | 73.9%+21.9pp | 82.8%+13.0pp |
| Annual return | 17.25% | 20.77%-3.5pp | 27.12%-9.9pp | 578.55%-561.3pp |
| Employer contribution / active EE | $598 | $3,160-81.1% | $2,603-77.1% | $4,876-87.7% |
| Participant deferral / active EE | $3,196 | $3,777-15.4% | $3,317-3.7% | $5,439-41.2% |
| Admin fee / account holder | $2,925 | $6,063-51.7% | $4,960-41.0% | $10,885-73.1% |