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 | $82,043 | $94,625-13.3% | $116,228-29.4% | $84,808-3.3% |
| Participation rate | 84.6% | 70.4%+14.2pp | 74.6%+10.1pp | 68.3%+16.3pp |
| Annual return | 15.37% | 20.40%-5.0pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $770 | $2,347-67.2% | $2,994-74.3% | $2,631-70.7% |
| Participant deferral / active EE | $4,564 | $3,972+14.9% | $4,953-7.9% | $4,212+8.4% |
| Admin fee / account holder | $10,841 | $10,091+7.4% | $11,989-9.6% | $7,344+47.6% |