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 | $49,971 | $58,512-14.6% | $84,015-40.5% | $72,985-31.5% |
| Participation rate | 85.5% | 61.2%+24.2pp | 69.0%+16.4pp | 69.5%+16.0pp |
| Annual return | 19.55% | 28.93%-9.4pp | 71.31%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,014 | $1,163-12.8% | $1,983-48.9% | $2,440-58.5% |
| Participant deferral / active EE | $3,791 | $2,394+58.4% | $3,239+17.1% | $3,607+5.1% |
| Admin fee / account holder | $9,491 | $4,569+107.7% | $6,101+55.6% | $5,124+85.2% |