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 | $32,009 | $105,931-69.8% | $81,930-60.9% | $158,922-79.9% |
| Participation rate | 86.7% | 75.6%+11.1pp | 72.0%+14.7pp | 82.0%+4.7pp |
| Annual return | 12.65% | 38.17%-25.5pp | 29.49%-16.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $414 | $7,800-94.7% | $4,310-90.4% | $4,761-91.3% |
| Participant deferral / active EE | $2,569 | $13,003-80.2% | $7,107-63.9% | $5,982-57.1% |
| Admin fee / account holder | $7,309 | $8,489-13.9% | $5,158+41.7% | $11,246-35.0% |