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 | $62,241 | $72,492-14.1% | $87,100-28.5% | $72,985-14.7% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.9%+14.9pp | 69.5%+22.3pp |
| Annual return | 20.18% | 24.46%-4.3pp | 28.19%-8.0pp | 81.00%-60.8pp |
| Employer contribution / active EE | $537 | $1,894-71.7% | $2,521-78.7% | $2,440-78.0% |
| Participant deferral / active EE | $4,229 | $3,270+29.4% | $4,049+4.5% | $3,607+17.2% |
| Admin fee / account holder | $865 | $5,055-82.9% | $7,497-88.5% | $5,124-83.1% |