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 | $59,374 | $72,492-18.1% | $87,100-31.8% | $72,985-18.6% |
| Participation rate | 71.1% | 72.8%-1.7pp | 76.9%-5.8pp | 69.5%+1.6pp |
| Annual return | 20.98% | 24.46%-3.5pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,364 | $1,894-28.0% | $2,521-45.9% | $2,440-44.1% |
| Participant deferral / active EE | $3,957 | $3,270+21.0% | $4,049-2.3% | $3,607+9.7% |
| Admin fee / account holder | $24,816 | $5,055+390.9% | $7,497+231.0% | $5,124+384.3% |