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 | $71,079 | $67,606+5.1% | $82,313-13.6% | $70,131+1.4% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.9%+8.5pp | 69.5%+15.8pp |
| Annual return | 13.70% | 21.57%-7.9pp | 25.88%-12.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $394 | $1,755-77.5% | $2,428-83.8% | $2,342-83.2% |
| Participant deferral / active EE | $2,880 | $2,987-3.6% | $3,706-22.3% | $3,332-13.6% |
| Admin fee / account holder | $11,000 | $4,512+143.8% | $5,608+96.2% | $4,645+136.8% |