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 | $39,579 | $65,365-39.4% | $92,893-57.4% | $72,985-45.8% |
| Participation rate | 80.8% | 68.3%+12.5pp | 76.0%+4.8pp | 69.5%+11.3pp |
| Annual return | 18.46% | 42.10%-23.6pp | 109.41%-91.0pp | 81.00%-62.5pp |
| Employer contribution / active EE | $877 | $2,594-66.2% | $3,653-76.0% | $2,440-64.0% |
| Participant deferral / active EE | $3,067 | $3,128-2.0% | $4,236-27.6% | $3,607-15.0% |
| Admin fee / account holder | $11,070 | $4,251+160.4% | $5,794+91.1% | $5,124+116.0% |