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 | $62,589 | $77,634-19.4% | $156,549-60.0% | $62,891-0.5% |
| Participation rate | 94.3% | 71.2%+23.1pp | 84.0%+10.3pp | 69.3%+25.0pp |
| Annual return | 8.00% | 50.32%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,357 | $3,444-60.6% | $5,501-75.3% | $2,281-40.5% |
| Participant deferral / active EE | $992 | $3,045-67.4% | $4,871-79.6% | $3,203-69.0% |
| Admin fee / account holder | $2,327 | $5,561-58.2% | $13,027-82.1% | $4,296-45.8% |