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 | $67,239 | $149,679-55.1% | $117,039-42.5% | $147,584-54.4% |
| Participation rate | 90.0% | 83.5%+6.5pp | 77.2%+12.8pp | 82.8%+7.2pp |
| Annual return | 18.48% | 19.31%-0.8pp | 18.95%-0.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,656 | $4,937-66.5% | $3,785-56.2% | $4,876-66.0% |
| Participant deferral / active EE | $3,058 | $4,912-37.7% | $3,929-22.2% | $5,439-43.8% |
| Admin fee / account holder | $3,003 | $7,856-61.8% | $5,974-49.7% | $10,885-72.4% |