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 | $59,264 | $70,428-15.9% | $96,562-38.6% | $85,850-31.0% |
| Participation rate | 93.0% | 61.8%+31.2pp | 69.8%+23.2pp | 69.3%+23.7pp |
| Annual return | 18.24% | 18.59%-0.4pp | 37.78%-19.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,030 | $1,413-27.1% | $2,356-56.3% | $2,565-59.9% |
| Participant deferral / active EE | $3,462 | $2,894+19.6% | $3,849-10.0% | $3,952-12.4% |
| Admin fee / account holder | $6,709 | $4,997+34.3% | $6,181+8.5% | $6,260+7.2% |