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 | $65,258 | $108,172-39.7% | $77,482-15.8% | $158,922-58.9% |
| Participation rate | 73.7% | 64.4%+9.3pp | 54.2%+19.5pp | 82.0%-8.3pp |
| Annual return | 12.91% | 31.67%-18.8pp | 54.79%-41.9pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,289 | $1,325-2.7% | $986+30.6% | $4,761-72.9% |
| Participant deferral / active EE | $2,739 | $2,456+11.5% | $1,861+47.2% | $5,982-54.2% |
| Admin fee / account holder | $1,158 | $3,708-68.8% | $2,858-59.5% | $11,246-89.7% |