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 | $44,770 | $72,492-38.2% | $87,100-48.6% | $72,985-38.7% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.9%+10.9pp | 69.5%+18.2pp |
| Annual return | 18.17% | 24.46%-6.3pp | 28.19%-10.0pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,039 | $1,894-45.1% | $2,521-58.8% | $2,440-57.4% |
| Participant deferral / active EE | $3,606 | $3,270+10.3% | $4,049-10.9% | $3,6070% |
| Admin fee / account holder | $26,529 | $5,055+424.8% | $7,497+253.9% | $5,124+417.7% |