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 | $61,605 | $80,717-23.7% | $154,803-60.2% | $84,808-27.4% |
| Participation rate | 84.0% | 66.8%+17.2pp | 78.1%+5.9pp | 68.3%+15.7pp |
| Annual return | 13.85% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $748 | $2,761-72.9% | $4,305-82.6% | $2,631-71.6% |
| Participant deferral / active EE | $2,114 | $3,303-36.0% | $5,540-61.8% | $4,212-49.8% |
| Admin fee / account holder | $46,248 | $6,746+585.6% | $14,329+222.8% | $7,344+529.8% |