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 | $50,637 | $94,625-46.5% | $116,228-56.4% | $84,808-40.3% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.6%+5.4pp | 68.3%+11.7pp |
| Annual return | 13.40% | 20.40%-7.0pp | 90.06%-76.7pp | 40.90%-27.5pp |
| Employer contribution / active EE | $951 | $2,347-59.5% | $2,994-68.2% | $2,631-63.8% |
| Participant deferral / active EE | $2,164 | $3,972-45.5% | $4,953-56.3% | $4,212-48.6% |
| Admin fee / account holder | $20,420 | $10,091+102.4% | $11,989+70.3% | $7,344+178.1% |