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 | $70,966 | $78,672-9.8% | $109,143-35.0% | $85,850-17.3% |
| Participation rate | 75.0% | 68.3%+6.7pp | 75.9%-0.9pp | 69.3%+5.7pp |
| Annual return | 18.23% | 25.09%-6.9pp | 25.75%-7.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $901 | $2,735-67.1% | $3,722-75.8% | $2,565-64.9% |
| Participant deferral / active EE | $3,223 | $3,467-7.0% | $4,653-30.7% | $3,952-18.4% |
| Admin fee / account holder | $690 | $5,469-87.4% | $6,752-89.8% | $6,260-89.0% |