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 | $75,017 | $152,587-50.8% | $125,175-40.1% | $152,861-50.9% |
| Participation rate | 95.0% | 83.3%+11.7pp | 79.8%+15.2pp | 82.4%+12.6pp |
| Annual return | 20.49% | 54.84%-34.4pp | 43.79%-23.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $980 | $4,946-80.2% | $3,865-74.6% | $4,762-79.4% |
| Participant deferral / active EE | $3,920 | $5,868-33.2% | $4,937-20.6% | $5,850-33.0% |
| Admin fee / account holder | $1,625 | $13,434-87.9% | $9,702-83.2% | $11,596-86.0% |