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 | $45,589 | $116,175-60.8% | $93,606-51.3% | $152,861-70.2% |
| Participation rate | 90.9% | 78.0%+12.9pp | 75.8%+15.1pp | 82.4%+8.5pp |
| Annual return | 9.15% | 35.96%-26.8pp | 32.76%-23.6pp | 345.32%-336.2pp |
| Employer contribution / active EE | $587 | $3,218-81.8% | $2,718-78.4% | $4,762-87.7% |
| Participant deferral / active EE | $1,416 | $4,603-69.2% | $4,069-65.2% | $5,850-75.8% |
| Admin fee / account holder | $6,992 | $10,748-34.9% | $7,888-11.4% | $11,596-39.7% |