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 | $55,245 | $113,339-51.3% | $94,993-41.8% | $147,584-62.6% |
| Participation rate | 70.8% | 78.0%-7.1pp | 73.9%-3.1pp | 82.8%-12.0pp |
| Annual return | 18.03% | 20.77%-2.7pp | 27.12%-9.1pp | 578.55%-560.5pp |
| Employer contribution / active EE | $414 | $3,160-86.9% | $2,603-84.1% | $4,876-91.5% |
| Participant deferral / active EE | $3,420 | $3,777-9.5% | $3,317+3.1% | $5,439-37.1% |
| Admin fee / account holder | $1,540 | $6,063-74.6% | $4,960-69.0% | $10,885-85.9% |