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 | $70,875 | $93,571-24.3% | $135,903-47.8% | $75,163-5.7% |
| Participation rate | 89.0% | 75.2%+13.9pp | 81.9%+7.1pp | 67.2%+21.8pp |
| Annual return | 20.64% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $966 | $3,537-72.7% | $4,856-80.1% | $2,670-63.8% |
| Participant deferral / active EE | $5,575 | $6,404-13.0% | $7,758-28.1% | $4,125+35.1% |
| Admin fee / account holder | $861 | $6,975-87.7% | $10,762-92.0% | $5,651-84.8% |