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 | $62,066 | $65,365-5.0% | $92,893-33.2% | $72,985-15.0% |
| Participation rate | 70.0% | 68.3%+1.7pp | 76.0%-6.0pp | 69.5%+0.5pp |
| Annual return | 22.41% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $736 | $2,594-71.6% | $3,653-79.9% | $2,440-69.8% |
| Participant deferral / active EE | $2,943 | $3,128-5.9% | $4,236-30.5% | $3,607-18.4% |
| Admin fee / account holder | $5,517 | $4,251+29.8% | $5,794-4.8% | $5,124+7.7% |