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 | $60,969 | $106,890-43.0% | $84,015-27.4% | $152,861-60.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 17.07% | 104.99%-87.9pp | 71.31%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $994 | $2,734-63.6% | $1,983-49.9% | $4,762-79.1% |
| Participant deferral / active EE | $2,511 | $4,011-37.4% | $3,239-22.5% | $5,850-57.1% |
| Admin fee / account holder | $376 | $8,285-95.5% | $6,101-93.8% | $11,596-96.8% |