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 | $44,435 | $101,069-56.0% | $81,478-45.5% | $147,584-69.9% |
| Participation rate | 73.3% | 74.5%-1.1pp | 68.0%+5.4pp | 82.8%-9.5pp |
| Annual return | 13.73% | 32.40%-18.7pp | 38.78%-25.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $642 | $3,205-80.0% | $2,568-75.0% | $4,876-86.8% |
| Participant deferral / active EE | $2,040 | $4,242-51.9% | $3,537-42.3% | $5,439-62.5% |
| Admin fee / account holder | $4,238 | $5,812-27.1% | $4,561-7.1% | $10,885-61.1% |