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 | $56,121 | $93,346-39.9% | $71,796-21.8% | $273,961-79.5% |
| Participation rate | 92.9% | 76.5%+16.3pp | 69.1%+23.7pp | 83.0%+9.8pp |
| Annual return | 8.42% | 130.39%-122.0pp | 78.04%-69.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $582 | $2,733-78.7% | $1,924-69.7% | $4,869-88.0% |
| Participant deferral / active EE | $1,093 | $3,475-68.6% | $2,794-60.9% | $5,287-79.3% |
| Admin fee / account holder | $393 | $6,571-94.0% | $4,815-91.8% | $10,132-96.1% |