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 | $55,481 | $95,971-42.2% | $74,550-25.6% | $135,375-59.0% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | 16.16% | 56.96%-40.8pp | 32.53%-16.4pp | 519.73%-503.6pp |
| Employer contribution / active EE | $437 | $2,716-83.9% | $1,961-77.7% | $4,779-90.9% |
| Participant deferral / active EE | $1,366 | $3,843-64.5% | $3,108-56.0% | $5,609-75.6% |
| Admin fee / account holder | $2,657 | $6,522-59.3% | $5,060-47.5% | $10,827-75.5% |