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 | $64,695 | $81,248-20.4% | $155,509-58.4% | $80,856-20.0% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 22.92% | 33.31%-10.4pp | 64.67%-41.7pp | 35.59%-12.7pp |
| Employer contribution / active EE | $891 | $3,100-71.3% | $4,672-80.9% | $2,755-67.7% |
| Participant deferral / active EE | $3,585 | $3,452+3.9% | $5,626-36.3% | $4,296-16.5% |
| Admin fee / account holder | $717 | $7,997-91.0% | $15,912-95.5% | $6,918-89.6% |