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 | $29,390 | $53,127-44.7% | $86,590-66.1% | $70,131-58.1% |
| Participation rate | 89.7% | 65.3%+24.3pp | 73.5%+16.1pp | 69.5%+20.1pp |
| Annual return | 17.28% | 27.66%-10.4pp | 964.84%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $731 | $2,068-64.7% | $2,839-74.3% | $2,342-68.8% |
| Participant deferral / active EE | $2,641 | $2,696-2.0% | $3,609-26.8% | $3,332-20.7% |
| Admin fee / account holder | $2,628 | $3,585-26.7% | $4,906-46.4% | $4,645-43.4% |