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 | $66,395 | $72,277-8.1% | $101,248-34.4% | $79,858-16.9% |
| Participation rate | 86.8% | 68.5%+18.4pp | 75.8%+11.0pp | 69.6%+17.2pp |
| Annual return | 13.96% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $847 | $2,692-68.5% | $3,660-76.8% | $2,471-65.7% |
| Participant deferral / active EE | $4,811 | $3,282+46.6% | $4,370+10.1% | $3,740+28.6% |
| Admin fee / account holder | $10,800 | $4,400+145.4% | $5,945+81.7% | $5,306+103.5% |