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 | $57,658 | $58,828-2.0% | $77,999-26.1% | $62,891-8.3% |
| Participation rate | 96.8% | 71.1%+25.7pp | 75.5%+21.3pp | 69.3%+27.5pp |
| Annual return | 7.02% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,126 | $1,672-32.6% | $2,470-54.4% | $2,281-50.6% |
| Participant deferral / active EE | $3,206 | $2,686+19.4% | $3,497-8.3% | $3,203+0.1% |
| Admin fee / account holder | $1,017 | $4,393-76.8% | $5,480-81.4% | $4,296-76.3% |