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 | $60,922 | $60,349+0.9% | $74,183-17.9% | $62,891-3.1% |
| Participation rate | 85.6% | 72.7%+12.8pp | 76.6%+8.9pp | 69.3%+16.3pp |
| Annual return | 9.00% | 21.37%-12.4pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,680 | $1,6800% | $2,370-29.1% | $2,281-26.3% |
| Participant deferral / active EE | $1,610 | $2,856-43.6% | $3,550-54.6% | $3,203-49.7% |
| Admin fee / account holder | $5,418 | $4,261+27.1% | $5,586-3.0% | $4,296+26.1% |