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 | $55,172 | $65,703-16.0% | $94,224-41.4% | $59,632-7.5% |
| Participation rate | 84.8% | 72.1%+12.7pp | 78.8%+6.1pp | 68.7%+16.2pp |
| Annual return | 17.78% | 5.22%+12.6pp | 10.68%+7.1pp | 2041.28%-2023.5pp |
| Employer contribution / active EE | $598 | $2,021-70.4% | $3,587-83.3% | $2,203-72.9% |
| Participant deferral / active EE | $1,798 | $3,143-42.8% | $4,320-58.4% | $3,192-43.7% |
| Admin fee / account holder | $11,022 | $4,264+158.5% | $6,269+75.8% | $4,297+156.5% |