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 | $72,010 | $127,386-43.5% | $115,037-37.4% | $125,391-42.6% |
| Participation rate | 95.5% | 84.2%+11.3pp | 81.4%+14.1pp | 83.2%+12.3pp |
| Annual return | 1.23% | 31.28%-30.0pp | 26.14%-24.9pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,603 | $5,166-69.0% | $4,608-65.2% | $4,866-67.1% |
| Participant deferral / active EE | $3,325 | $6,423-48.2% | $6,026-44.8% | $5,352-37.9% |
| Admin fee / account holder | $976 | $9,516-89.7% | $8,175-88.1% | $9,540-89.8% |