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 | $64,794 | $99,985-35.2% | $146,665-55.8% | $85,850-24.5% |
| Participation rate | 85.7% | 73.1%+12.7pp | 80.1%+5.6pp | 69.3%+16.4pp |
| Annual return | 11.56% | 18.93%-7.4pp | 22.74%-11.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $958 | $2,559-62.6% | $4,136-76.8% | $2,565-62.7% |
| Participant deferral / active EE | $4,870 | $4,006+21.6% | $5,506-11.5% | $3,952+23.2% |
| Admin fee / account holder | $484 | $7,702-93.7% | $10,280-95.3% | $6,260-92.3% |