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 | $73,070 | $67,411+8.4% | $91,001-19.7% | $70,131+4.2% |
| Participation rate | 88.1% | 71.4%+16.7pp | 75.6%+12.5pp | 69.5%+18.6pp |
| Annual return | 20.37% | -40.16%+60.5pp | 4.60%+15.8pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,093 | $1,786-38.8% | $2,456-55.5% | $2,342-53.3% |
| Participant deferral / active EE | $3,214 | $2,823+13.9% | $3,547-9.4% | $3,332-3.5% |
| Admin fee / account holder | $3,192 | $4,236-24.6% | $5,417-41.1% | $4,645-31.3% |