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 | $34,622 | $89,355-61.3% | $141,162-75.5% | $72,985-52.6% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 20.49% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $834 | $3,114-73.2% | $4,735-82.4% | $2,440-65.8% |
| Participant deferral / active EE | $3,130 | $5,418-42.2% | $6,709-53.3% | $3,607-13.2% |
| Admin fee / account holder | $7,151 | $5,958+20.0% | $10,261-30.3% | $5,124+39.6% |