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 | $58,590 | $91,552-36.0% | $133,956-56.3% | $79,858-26.6% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 11.32% | 61.85%-50.5pp | 45.09%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $664 | $2,384-72.1% | $3,919-83.1% | $2,471-73.1% |
| Participant deferral / active EE | $3,012 | $3,733-19.3% | $5,048-40.3% | $3,740-19.5% |
| Admin fee / account holder | $8,996 | $6,321+42.3% | $8,927+0.8% | $5,306+69.5% |