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 | $81,162 | $104,251-22.1% | $91,001-10.8% | $147,584-45.0% |
| Participation rate | 84.2% | 78.2%+6.0pp | 75.6%+8.6pp | 82.8%+1.4pp |
| Annual return | 11.95% | 27.06%-15.1pp | 4.60%+7.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $580 | $3,116-81.4% | $2,456-76.4% | $4,876-88.1% |
| Participant deferral / active EE | $4,690 | $4,195+11.8% | $3,547+32.2% | $5,439-13.8% |
| Admin fee / account holder | $13,453 | $8,948+50.4% | $5,417+148.3% | $10,885+23.6% |