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 | $63,908 | $78,422-18.5% | $95,952-33.4% | $79,858-20.0% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 13.66% | 19.37%-5.7pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $639 | $1,945-67.1% | $2,541-74.8% | $2,471-74.1% |
| Participant deferral / active EE | $3,060 | $3,440-11.1% | $4,167-26.6% | $3,740-18.2% |
| Admin fee / account holder | $8,458 | $5,622+50.4% | $6,795+24.5% | $5,306+59.4% |