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 | $74,990 | $127,065-41.0% | $113,168-33.7% | $142,382-47.3% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 12.46% | 24.03%-11.6pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,108 | $3,442-67.8% | $2,975-62.8% | $4,299-74.2% |
| Participant deferral / active EE | $3,267 | $5,716-42.8% | $5,107-36.0% | $6,507-49.8% |
| Admin fee / account holder | $15,165 | $15,736-3.6% | $12,068+25.7% | $12,624+20.1% |