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 | $60,533 | $78,422-22.8% | $95,952-36.9% | $79,858-24.2% |
| Participation rate | 92.1% | 73.5%+18.6pp | 77.1%+15.0pp | 69.6%+22.5pp |
| Annual return | 13.90% | 19.37%-5.5pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $973 | $1,945-50.0% | $2,541-61.7% | $2,471-60.6% |
| Participant deferral / active EE | $2,103 | $3,440-38.9% | $4,167-49.5% | $3,740-43.8% |
| Admin fee / account holder | $1,027 | $5,622-81.7% | $6,795-84.9% | $5,306-80.7% |