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 | $42,734 | $91,911-53.5% | $68,793-37.9% | $135,375-68.4% |
| Participation rate | 92.3% | 76.7%+15.6pp | 72.2%+20.1pp | 82.6%+9.7pp |
| Annual return | 5.08% | -8.22%+13.3pp | -4.63%+9.7pp | 519.73%-514.7pp |
| Employer contribution / active EE | $879 | $3,924-77.6% | $2,625-66.5% | $4,779-81.6% |
| Participant deferral / active EE | $3,125 | $4,315-27.6% | $3,311-5.6% | $5,609-44.3% |
| Admin fee / account holder | $1,676 | $9,240-81.9% | $5,131-67.3% | $10,827-84.5% |