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 | $58,977 | $78,705-25.1% | $117,854-50.0% | $70,131-15.9% |
| Participation rate | 85.9% | 73.2%+12.7pp | 79.7%+6.2pp | 69.5%+16.3pp |
| Annual return | 14.50% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $645 | $2,223-71.0% | $3,786-83.0% | $2,342-72.4% |
| Participant deferral / active EE | $3,205 | $3,297-2.8% | $4,482-28.5% | $3,332-3.8% |
| Admin fee / account holder | $37,512 | $5,065+640.6% | $8,020+367.7% | $4,645+707.5% |