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 | $75,633 | $78,422-3.6% | $95,952-21.2% | $79,858-5.3% |
| Participation rate | 88.6% | 73.5%+15.2pp | 77.1%+11.6pp | 69.6%+19.0pp |
| Annual return | 21.77% | 19.37%+2.4pp | 91.61%-69.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $620 | $1,945-68.1% | $2,541-75.6% | $2,471-74.9% |
| Participant deferral / active EE | $2,967 | $3,440-13.7% | $4,167-28.8% | $3,740-20.7% |
| Admin fee / account holder | $2,469 | $5,622-56.1% | $6,795-63.7% | $5,306-53.5% |