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 | $53,479 | $105,931-49.5% | $81,930-34.7% | $158,922-66.3% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 5.56% | 38.17%-32.6pp | 29.49%-23.9pp | 302.83%-297.3pp |
| Employer contribution / active EE | $959 | $7,800-87.7% | $4,310-77.7% | $4,761-79.9% |
| Participant deferral / active EE | $3,897 | $13,003-70.0% | $7,107-45.2% | $5,982-34.8% |
| Admin fee / account holder | $5,973 | $8,489-29.6% | $5,158+15.8% | $11,246-46.9% |