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 | $67,229 | $103,376-35.0% | $87,100-22.8% | $152,861-56.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.04% | 28.10%-6.1pp | 28.19%-6.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $982 | $3,220-69.5% | $2,521-61.1% | $4,762-79.4% |
| Participant deferral / active EE | $1,842 | $4,778-61.5% | $4,049-54.5% | $5,850-68.5% |
| Admin fee / account holder | $15,140 | $12,205+24.0% | $7,497+102.0% | $11,596+30.6% |