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 | $65,271 | $67,411-3.2% | $91,001-28.3% | $70,131-6.9% |
| Participation rate | 78.8% | 71.4%+7.5pp | 75.6%+3.2pp | 69.5%+9.3pp |
| Annual return | 19.76% | -40.16%+59.9pp | 4.60%+15.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $5,042 | $1,786+182.3% | $2,456+105.3% | $2,342+115.2% |
| Participant deferral / active EE | $12,351 | $2,823+337.6% | $3,547+248.2% | $3,332+270.7% |
| Admin fee / account holder | $1,970 | $4,236-53.5% | $5,417-63.6% | $4,645-57.6% |