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 | $46,704 | $124,281-62.4% | $109,143-57.2% | $167,490-72.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.71% | 26.04%-12.3pp | 25.75%-12.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $799 | $4,207-81.0% | $3,722-78.5% | $4,837-83.5% |
| Participant deferral / active EE | $3,233 | $5,255-38.5% | $4,653-30.5% | $6,341-49.0% |
| Admin fee / account holder | $11,213 | $7,970+40.7% | $6,752+66.1% | $12,309-8.9% |