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 | $59,399 | $60,349-1.6% | $74,183-19.9% | $62,891-5.6% |
| Participation rate | 83.8% | 72.7%+11.1pp | 76.6%+7.2pp | 69.3%+14.5pp |
| Annual return | 8.45% | 21.37%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,500 | $1,680-10.7% | $2,370-36.7% | $2,281-34.2% |
| Participant deferral / active EE | $2,024 | $2,856-29.1% | $3,550-43.0% | $3,203-36.8% |
| Admin fee / account holder | $6,585 | $4,261+54.5% | $5,586+17.9% | $4,296+53.3% |