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 | $62,826 | $98,750-36.4% | $149,696-58.0% | $79,858-21.3% |
| Participation rate | 70.3% | 75.8%-5.4pp | 82.5%-12.1pp | 69.6%+0.7pp |
| Annual return | 17.76% | 27.43%-9.7pp | 276.60%-258.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $989 | $3,216-69.3% | $4,644-78.7% | $2,471-60.0% |
| Participant deferral / active EE | $3,940 | $5,680-30.6% | $6,842-42.4% | $3,740+5.3% |
| Admin fee / account holder | $1,219 | $6,053-79.9% | $9,309-86.9% | $5,306-77.0% |