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 | $72,555 | $78,485-7.6% | $106,213-31.7% | $74,495-2.6% |
| Participation rate | 85.1% | 72.8%+12.3pp | 75.3%+9.8pp | 67.2%+17.9pp |
| Annual return | 15.11% | 15.95%-0.8pp | 116.14%-101.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $891 | $2,523-64.7% | $3,171-71.9% | $2,623-66.0% |
| Participant deferral / active EE | $2,468 | $4,322-42.9% | $5,016-50.8% | $4,346-43.2% |
| Admin fee / account holder | $1,036 | $2,232-53.6% | $11,033-90.6% | $1,942-46.7% |