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 | $70,245 | $94,625-25.8% | $116,228-39.6% | $84,808-17.2% |
| Participation rate | 80.4% | 70.4%+9.9pp | 74.6%+5.8pp | 68.3%+12.0pp |
| Annual return | 12.49% | 20.40%-7.9pp | 90.06%-77.6pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,502 | $2,347-36.0% | $2,994-49.8% | $2,631-42.9% |
| Participant deferral / active EE | $2,648 | $3,972-33.3% | $4,953-46.5% | $4,212-37.1% |
| Admin fee / account holder | $7,979 | $10,091-20.9% | $11,989-33.4% | $7,344+8.6% |