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 | $56,645 | $104,251-45.7% | $91,001-37.8% | $147,584-61.6% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.6%+15.3pp | 82.8%+8.1pp |
| Annual return | 15.96% | 27.06%-11.1pp | 4.60%+11.4pp | 578.55%-562.6pp |
| Employer contribution / active EE | $773 | $3,116-75.2% | $2,456-68.5% | $4,876-84.2% |
| Participant deferral / active EE | $3,688 | $4,195-12.1% | $3,547+4.0% | $5,439-32.2% |
| Admin fee / account holder | $4,116 | $8,948-54.0% | $5,417-24.0% | $10,885-62.2% |