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 | $62,201 | $99,652-37.6% | $78,778-21.0% | $147,584-57.9% |
| Participation rate | 76.2% | 76.2%0pp | 69.2%+7.0pp | 82.8%-6.6pp |
| Annual return | 7.28% | 47.28%-40.0pp | 35.62%-28.3pp | 578.55%-571.3pp |
| Employer contribution / active EE | $488 | $2,796-82.5% | $1,986-75.4% | $4,876-90.0% |
| Participant deferral / active EE | $834 | $3,664-77.2% | $2,958-71.8% | $5,439-84.7% |
| Admin fee / account holder | $1,311 | $7,155-81.7% | $5,134-74.5% | $10,885-88.0% |