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 | $68,460 | $98,240-30.3% | $82,313-16.8% | $147,584-53.6% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 18.01% | 30.85%-12.8pp | 25.88%-7.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,194 | $3,192-31.2% | $2,428-9.6% | $4,876-55.0% |
| Participant deferral / active EE | $3,007 | $4,383-31.4% | $3,706-18.9% | $5,439-44.7% |
| Admin fee / account holder | $6,157 | $8,563-28.1% | $5,608+9.8% | $10,885-43.4% |