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 | $75,485 | $78,422-3.7% | $95,952-21.3% | $79,858-5.5% |
| Participation rate | 80.2% | 73.5%+6.7pp | 77.1%+3.2pp | 69.6%+10.6pp |
| Annual return | 14.92% | 19.37%-4.4pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $677 | $1,945-65.2% | $2,541-73.4% | $2,471-72.6% |
| Participant deferral / active EE | $3,394 | $3,440-1.3% | $4,167-18.5% | $3,740-9.2% |
| Admin fee / account holder | $3,391 | $5,622-39.7% | $6,795-50.1% | $5,306-36.1% |