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 | $55,602 | $60,349-7.9% | $74,183-25.0% | $62,891-11.6% |
| Participation rate | 90.5% | 72.7%+17.7pp | 76.6%+13.9pp | 69.3%+21.2pp |
| Annual return | 11.82% | 21.37%-9.6pp | 17.74%-5.9pp | 20.14%-8.3pp |
| Employer contribution / active EE | $460 | $1,680-72.6% | $2,370-80.6% | $2,281-79.8% |
| Participant deferral / active EE | $4,030 | $2,856+41.1% | $3,550+13.5% | $3,203+25.8% |
| Admin fee / account holder | $950 | $4,261-77.7% | $5,586-83.0% | $4,296-77.9% |