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 | $71,476 | $78,422-8.9% | $95,952-25.5% | $79,858-10.5% |
| Participation rate | 81.0% | 73.5%+7.5pp | 77.1%+3.9pp | 69.6%+11.3pp |
| Annual return | 19.16% | 19.37%-0.2pp | 91.61%-72.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $536 | $1,945-72.4% | $2,541-78.9% | $2,471-78.3% |
| Participant deferral / active EE | $4,162 | $3,440+21.0% | $4,167-0.1% | $3,740+11.3% |
| Admin fee / account holder | $11,473 | $5,622+104.1% | $6,795+68.8% | $5,306+116.2% |