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 | $72,750 | $87,013-16.4% | $106,213-31.5% | $80,856-10.0% |
| Participation rate | 92.9% | 70.4%+22.4pp | 75.3%+17.6pp | 67.6%+25.2pp |
| Annual return | 14.23% | 17.05%-2.8pp | 116.14%-101.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $784 | $2,395-67.3% | $3,171-75.3% | $2,755-71.5% |
| Participant deferral / active EE | $4,324 | $3,986+8.5% | $5,016-13.8% | $4,296+0.6% |
| Admin fee / account holder | $1,443 | $8,431-82.9% | $11,033-86.9% | $6,918-79.1% |