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 | $71,853 | $104,251-31.1% | $91,001-21.0% | $147,584-51.3% |
| Participation rate | 78.9% | 78.2%+0.7pp | 75.6%+3.3pp | 82.8%-3.9pp |
| Annual return | 19.60% | 27.06%-7.5pp | 4.60%+15.0pp | 578.55%-558.9pp |
| Employer contribution / active EE | $686 | $3,116-78.0% | $2,456-72.1% | $4,876-85.9% |
| Participant deferral / active EE | $4,880 | $4,195+16.3% | $3,547+37.6% | $5,439-10.3% |
| Admin fee / account holder | $4,368 | $8,948-51.2% | $5,417-19.4% | $10,885-59.9% |