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 | $58,361 | $58,828-0.8% | $77,999-25.2% | $62,891-7.2% |
| Participation rate | 92.1% | 71.1%+21.0pp | 75.5%+16.6pp | 69.3%+22.8pp |
| Annual return | 12.84% | 17.16%-4.3pp | 425.96%-413.1pp | 20.14%-7.3pp |
| Employer contribution / active EE | $1,428 | $1,672-14.6% | $2,470-42.2% | $2,281-37.4% |
| Participant deferral / active EE | $3,042 | $2,686+13.3% | $3,497-13.0% | $3,203-5.0% |
| Admin fee / account holder | $514 | $4,393-88.3% | $5,480-90.6% | $4,296-88.0% |