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 | $55,084 | $91,037-39.5% | $71,671-23.1% | $147,584-62.7% |
| Participation rate | 72.2% | 76.1%-3.9pp | 68.7%+3.5pp | 82.8%-10.6pp |
| Annual return | 13.07% | 20.48%-7.4pp | 20.65%-7.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $599 | $3,327-82.0% | $2,460-75.6% | $4,876-87.7% |
| Participant deferral / active EE | $2,394 | $4,498-46.8% | $3,438-30.4% | $5,439-56.0% |
| Admin fee / account holder | $1,108 | $8,613-87.1% | $5,558-80.1% | $10,885-89.8% |