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 | $93,155 | $109,413-14.9% | $156,263-40.4% | $84,808+9.8% |
| Participation rate | 81.0% | 72.7%+8.3pp | 78.9%+2.1pp | 68.3%+12.7pp |
| Annual return | 15.46% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $873 | $2,907-70.0% | $4,333-79.8% | $2,631-66.8% |
| Participant deferral / active EE | $3,118 | $4,590-32.1% | $6,158-49.4% | $4,212-26.0% |
| Admin fee / account holder | $31,157 | $9,357+233.0% | $14,255+118.6% | $7,344+324.3% |