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 | $34,933 | $74,888-53.4% | $71,209-50.9% | $142,382-75.5% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.1%+9.4pp |
| Annual return | 18.21% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $840 | $2,854-70.6% | $2,721-69.1% | $4,299-80.5% |
| Participant deferral / active EE | $2,125 | $4,454-52.3% | $4,175-49.1% | $6,507-67.3% |
| Admin fee / account holder | $1,141 | $5,568-79.5% | $5,349-78.7% | $12,624-91.0% |