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 | $68,502 | $65,365+4.8% | $92,893-26.3% | $72,985-6.1% |
| Participation rate | 77.4% | 68.3%+9.0pp | 76.0%+1.4pp | 69.5%+7.9pp |
| Annual return | 20.46% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $645 | $2,594-75.1% | $3,653-82.3% | $2,440-73.6% |
| Participant deferral / active EE | $2,689 | $3,128-14.0% | $4,236-36.5% | $3,607-25.4% |
| Admin fee / account holder | $9,580 | $4,251+125.3% | $5,794+65.3% | $5,124+87.0% |