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 | $68,072 | $78,705-13.5% | $117,854-42.2% | $70,131-2.9% |
| Participation rate | 92.4% | 73.2%+19.2pp | 79.7%+12.8pp | 69.5%+22.9pp |
| Annual return | 15.50% | 23.30%-7.8pp | 335.08%-319.6pp | 73.14%-57.6pp |
| Employer contribution / active EE | $662 | $2,223-70.2% | $3,786-82.5% | $2,342-71.7% |
| Participant deferral / active EE | $3,394 | $3,297+2.9% | $4,482-24.3% | $3,332+1.9% |
| Admin fee / account holder | $2,853 | $5,065-43.7% | $8,020-64.4% | $4,645-38.6% |