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 | $65,057 | $74,927-13.2% | $101,794-36.1% | $84,808-23.3% |
| Participation rate | 91.1% | 61.4%+29.7pp | 69.2%+21.9pp | 68.3%+22.8pp |
| Annual return | 15.27% | 18.70%-3.4pp | 30.53%-15.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,955 | $1,522+28.4% | $2,289-14.6% | $2,631-25.7% |
| Participant deferral / active EE | $1,467 | $3,099-52.7% | $4,084-64.1% | $4,212-65.2% |
| Admin fee / account holder | $1,323 | $6,514-79.7% | $8,777-84.9% | $7,344-82.0% |