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 | $36,285 | $110,261-67.1% | $95,745-62.1% | $139,434-74.0% |
| Participation rate | 95.2% | 75.8%+19.5pp | 72.3%+23.0pp | 80.3%+14.9pp |
| Annual return | 12.56% | 27.11%-14.5pp | 28.35%-15.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $825 | $3,257-74.7% | $2,835-70.9% | $4,751-82.6% |
| Participant deferral / active EE | $1,999 | $4,676-57.3% | $4,245-52.9% | $6,710-70.2% |
| Admin fee / account holder | $9,370 | $6,613+41.7% | $5,678+65.0% | $11,403-17.8% |