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 | $61,676 | $65,365-5.6% | $92,893-33.6% | $72,985-15.5% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 23.88% | 42.10%-18.2pp | 109.41%-85.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $683 | $2,594-73.7% | $3,653-81.3% | $2,440-72.0% |
| Participant deferral / active EE | $2,972 | $3,128-5.0% | $4,236-29.8% | $3,607-17.6% |
| Admin fee / account holder | $5,733 | $4,251+34.8% | $5,794-1.1% | $5,124+11.9% |