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 | $58,731 | $67,411-12.9% | $91,001-35.5% | $70,131-16.3% |
| Participation rate | 71.6% | 71.4%+0.2pp | 75.6%-4.0pp | 69.5%+2.0pp |
| Annual return | 14.31% | -40.16%+54.5pp | 4.60%+9.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $569 | $1,786-68.2% | $2,456-76.8% | $2,342-75.7% |
| Participant deferral / active EE | $3,331 | $2,823+18.0% | $3,547-6.1% | $3,3320% |
| Admin fee / account holder | $7,342 | $4,236+73.3% | $5,417+35.5% | $4,645+58.0% |