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 | $62,104 | $65,376-5.0% | $87,100-28.7% | $65,185-4.7% |
| Participation rate | 88.1% | 75.3%+12.8pp | 76.9%+11.3pp | 70.2%+17.9pp |
| Annual return | 22.09% | 31.27%-9.2pp | 28.19%-6.1pp | 29.38%-7.3pp |
| Employer contribution / active EE | $734 | $1,822-59.7% | $2,521-70.9% | $2,177-66.3% |
| Participant deferral / active EE | $2,998 | $3,388-11.5% | $4,049-26.0% | $3,514-14.7% |
| Admin fee / account holder | $936 | $520+80.2% | $7,497-87.5% | $847+10.5% |