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 | $63,067 | $105,630-40.3% | $87,507-27.9% | $273,961-77.0% |
| Participation rate | 92.9% | 78.2%+14.7pp | 73.8%+19.0pp | 83.0%+9.8pp |
| Annual return | 5.73% | 12.25%-6.5pp | 12.21%-6.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,429 | $3,141-54.5% | $2,550-44.0% | $4,869-70.7% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $678 | $4,781-85.8% | $4,221-83.9% | $10,132-93.3% |