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 9-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 | $63,226 | $87,733-27.9% | $106,548-40.7% | $85,850-26.4% |
| Participation rate | 77.5% | 71.9%+5.5pp | 76.1%+1.3pp | 69.3%+8.2pp |
| Annual return | 13.01% | 21.86%-8.8pp | 26.80%-13.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $993 | $2,073-52.1% | $2,819-64.8% | $2,565-61.3% |
| Participant deferral / active EE | $1,962 | $3,469-43.5% | $4,398-55.4% | $3,952-50.4% |
| Admin fee / account holder | $4,655 | $6,767-31.2% | $7,407-37.1% | $6,260-25.6% |