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 | $71,522 | $72,492-1.3% | $87,100-17.9% | $72,985-2.0% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 18.39% | 24.46%-6.1pp | 28.19%-9.8pp | 81.00%-62.6pp |
| Employer contribution / active EE | $860 | $1,894-54.6% | $2,521-65.9% | $2,440-64.8% |
| Participant deferral / active EE | $2,567 | $3,270-21.5% | $4,049-36.6% | $3,607-28.8% |
| Admin fee / account holder | $6,591 | $5,055+30.4% | $7,497-12.1% | $5,124+28.6% |