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 | $59,220 | $101,724-41.8% | $164,813-64.1% | $80,856-26.8% |
| Participation rate | 80.8% | 71.8%+8.9pp | 78.6%+2.2pp | 67.6%+13.1pp |
| Annual return | 11.39% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $944 | $2,953-68.0% | $4,341-78.2% | $2,755-65.7% |
| Participant deferral / active EE | $3,854 | $4,477-13.9% | $6,031-36.1% | $4,296-10.3% |
| Admin fee / account holder | $16,576 | $8,227+101.5% | $12,690+30.6% | $6,918+139.6% |