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 | $81,021 | $103,376-21.6% | $87,100-7.0% | $152,861-47.0% |
| Participation rate | 95.7% | 79.3%+16.3pp | 76.9%+18.8pp | 82.4%+13.2pp |
| Annual return | 19.12% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.2pp |
| Employer contribution / active EE | $891 | $3,220-72.3% | $2,521-64.6% | $4,762-81.3% |
| Participant deferral / active EE | $3,905 | $4,778-18.3% | $4,049-3.6% | $5,850-33.3% |
| Admin fee / account holder | $6,882 | $12,205-43.6% | $7,497-8.2% | $11,596-40.7% |