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 | $66,771 | $67,411-0.9% | $91,001-26.6% | $70,131-4.8% |
| Participation rate | 84.2% | 71.4%+12.8pp | 75.6%+8.6pp | 69.5%+14.7pp |
| Annual return | 15.37% | -40.16%+55.5pp | 4.60%+10.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $744 | $1,786-58.4% | $2,456-69.7% | $2,342-68.3% |
| Participant deferral / active EE | $2,175 | $2,823-23.0% | $3,547-38.7% | $3,332-34.7% |
| Admin fee / account holder | $1,490 | $4,236-64.8% | $5,417-72.5% | $4,645-67.9% |