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 | $62,917 | $87,013-27.7% | $106,213-40.8% | $80,856-22.2% |
| Participation rate | 88.8% | 70.4%+18.3pp | 75.3%+13.5pp | 67.6%+21.1pp |
| Annual return | 11.55% | 17.05%-5.5pp | 116.14%-104.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,065 | $2,395-55.6% | $3,171-66.4% | $2,755-61.4% |
| Participant deferral / active EE | $3,394 | $3,986-14.9% | $5,016-32.3% | $4,296-21.0% |
| Admin fee / account holder | $975 | $8,431-88.4% | $11,033-91.2% | $6,918-85.9% |