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 | $55,013 | $67,606-18.6% | $82,313-33.2% | $70,131-21.6% |
| Participation rate | 89.4% | 72.8%+16.6pp | 76.9%+12.5pp | 69.5%+19.9pp |
| Annual return | 13.43% | 21.57%-8.1pp | 25.88%-12.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $650 | $1,755-62.9% | $2,428-73.2% | $2,342-72.2% |
| Participant deferral / active EE | $3,439 | $2,987+15.1% | $3,706-7.2% | $3,332+3.2% |
| Admin fee / account holder | $6,599 | $4,512+46.2% | $5,608+17.7% | $4,645+42.1% |