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 | $66,763 | $74,927-10.9% | $101,794-34.4% | $84,808-21.3% |
| Participation rate | 81.0% | 61.4%+19.5pp | 69.2%+11.8pp | 68.3%+12.6pp |
| Annual return | 12.99% | 18.70%-5.7pp | 30.53%-17.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $915 | $1,522-39.9% | $2,289-60.0% | $2,631-65.2% |
| Participant deferral / active EE | $3,044 | $3,099-1.8% | $4,084-25.5% | $4,212-27.7% |
| Admin fee / account holder | $5,371 | $6,514-17.6% | $8,777-38.8% | $7,344-26.9% |