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 | $39,901 | $116,175-65.7% | $93,606-57.4% | $152,861-73.9% |
| Participation rate | 84.6% | 78.0%+6.6pp | 75.8%+8.8pp | 82.4%+2.2pp |
| Annual return | 22.84% | 35.96%-13.1pp | 32.76%-9.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $712 | $3,218-77.9% | $2,718-73.8% | $4,762-85.0% |
| Participant deferral / active EE | $1,733 | $4,603-62.3% | $4,069-57.4% | $5,850-70.4% |
| Admin fee / account holder | $3,802 | $10,748-64.6% | $7,888-51.8% | $11,596-67.2% |