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 | $50,966 | $72,492-29.7% | $87,100-41.5% | $72,985-30.2% |
| Participation rate | 87.6% | 72.8%+14.8pp | 76.9%+10.8pp | 69.5%+18.1pp |
| Annual return | 25.67% | 24.46%+1.2pp | 28.19%-2.5pp | 81.00%-55.3pp |
| Employer contribution / active EE | $858 | $1,894-54.7% | $2,521-66.0% | $2,440-64.8% |
| Participant deferral / active EE | $3,268 | $3,270-0.1% | $4,049-19.3% | $3,607-9.4% |
| Admin fee / account holder | $7,032 | $5,055+39.1% | $7,497-6.2% | $5,124+37.2% |