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 | $44,617 | $77,899-42.7% | $149,673-70.2% | $75,163-40.6% |
| Participation rate | 82.5% | 65.6%+16.9pp | 78.8%+3.7pp | 67.2%+15.3pp |
| Annual return | 18.15% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $538 | $3,137-82.8% | $4,818-88.8% | $2,670-79.8% |
| Participant deferral / active EE | $2,918 | $3,411-14.4% | $5,680-48.6% | $4,125-29.3% |
| Admin fee / account holder | $6,088 | $5,956+2.2% | $13,210-53.9% | $5,651+7.7% |