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 | $55,623 | $70,428-21.0% | $96,562-42.4% | $85,850-35.2% |
| Participation rate | 72.9% | 61.8%+11.1pp | 69.8%+3.1pp | 69.3%+3.6pp |
| Annual return | 14.98% | 18.59%-3.6pp | 37.78%-22.8pp | 318.53%-303.5pp |
| Employer contribution / active EE | $601 | $1,413-57.5% | $2,356-74.5% | $2,565-76.6% |
| Participant deferral / active EE | $3,608 | $2,894+24.7% | $3,849-6.3% | $3,952-8.7% |
| Admin fee / account holder | $2,897 | $4,997-42.0% | $6,181-53.1% | $6,260-53.7% |