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 | $36,884 | $80,968-54.4% | $96,544-61.8% | $75,163-50.9% |
| Participation rate | 76.6% | 71.8%+4.8pp | 76.0%+0.6pp | 67.2%+9.4pp |
| Annual return | 13.69% | 27.06%-13.4pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $916 | $2,282-59.9% | $2,965-69.1% | $2,670-65.7% |
| Participant deferral / active EE | $2,712 | $3,928-31.0% | $4,851-44.1% | $4,125-34.3% |
| Admin fee / account holder | $1,989 | $6,724-70.4% | $8,252-75.9% | $5,651-64.8% |