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 | $59,188 | $62,573-5.4% | $85,682-30.9% | $85,850-31.1% |
| Participation rate | 76.2% | 61.1%+15.1pp | 69.9%+6.3pp | 69.3%+6.9pp |
| Annual return | 13.31% | 23.77%-10.5pp | 21.49%-8.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $832 | $1,757-52.6% | $2,618-68.2% | $2,565-67.6% |
| Participant deferral / active EE | $1,876 | $2,802-33.1% | $3,923-52.2% | $3,952-52.5% |
| Admin fee / account holder | $9,688 | $4,640+108.8% | $6,873+41.0% | $6,260+54.8% |