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 | $60,713 | $69,362-12.5% | $101,248-40.0% | $73,488-17.4% |
| Participation rate | 87.3% | 68.4%+18.9pp | 75.8%+11.4pp | 70.7%+16.6pp |
| Annual return | 17.38% | 18.46%-1.1pp | 46.47%-29.1pp | 28.51%-11.1pp |
| Employer contribution / active EE | $618 | $2,628-76.5% | $3,660-83.1% | $2,270-72.8% |
| Participant deferral / active EE | $3,408 | $3,300+3.3% | $4,370-22.0% | $3,740-8.9% |
| Admin fee / account holder | $6,448 | $704+816.5% | $5,945+8.5% | $513+1156.7% |