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 | $104,368 | $116,175-10.2% | $93,606+11.5% | $152,861-31.7% |
| Participation rate | 90.9% | 78.0%+12.9pp | 75.8%+15.1pp | 82.4%+8.5pp |
| Annual return | 15.31% | 35.96%-20.7pp | 32.76%-17.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $800 | $3,218-75.1% | $2,718-70.6% | $4,762-83.2% |
| Participant deferral / active EE | $3,993 | $4,603-13.2% | $4,069-1.9% | $5,850-31.7% |
| Admin fee / account holder | $2,024 | $10,748-81.2% | $7,888-74.3% | $11,596-82.5% |