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 | $79,145 | $95,416-17.1% | $185,823-57.4% | $85,850-7.8% |
| Participation rate | 73.5% | 68.8%+4.8pp | 81.7%-8.2pp | 69.3%+4.2pp |
| Annual return | 20.59% | 23.59%-3.0pp | 122.05%-101.5pp | 318.53%-297.9pp |
| Employer contribution / active EE | $910 | $3,314-72.5% | $5,167-82.4% | $2,565-64.5% |
| Participant deferral / active EE | $2,855 | $3,423-16.6% | $5,568-48.7% | $3,952-27.8% |
| Admin fee / account holder | $14,136 | $7,213+96.0% | $16,237-12.9% | $6,260+125.8% |