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 | $66,969 | $91,552-26.9% | $133,956-50.0% | $79,858-16.1% |
| Participation rate | 88.9% | 73.3%+15.5pp | 79.8%+9.0pp | 69.6%+19.3pp |
| Annual return | 14.12% | 61.85%-47.7pp | 45.09%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $979 | $2,384-58.9% | $3,919-75.0% | $2,471-60.4% |
| Participant deferral / active EE | $2,916 | $3,733-21.9% | $5,048-42.2% | $3,740-22.0% |
| Admin fee / account holder | $1,206 | $6,321-80.9% | $8,927-86.5% | $5,306-77.3% |