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 | $45,081 | $127,264-64.6% | $109,895-59.0% | $167,490-73.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.24% | 22.97%-6.7pp | 29.45%-13.2pp | 478.56%-462.3pp |
| Employer contribution / active EE | $772 | $3,322-76.8% | $2,842-72.8% | $4,837-84.0% |
| Participant deferral / active EE | $2,248 | $4,514-50.2% | $4,048-44.5% | $6,341-64.5% |
| Admin fee / account holder | $3,409 | $7,114-52.1% | $6,066-43.8% | $12,309-72.3% |