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 | $28,950 | $58,512-50.5% | $84,015-65.5% | $72,985-60.3% |
| Participation rate | 85.4% | 61.2%+24.2pp | 69.0%+16.4pp | 69.5%+15.9pp |
| Annual return | 28.96% | 28.93%0pp | 71.31%-42.4pp | 81.00%-52.0pp |
| Employer contribution / active EE | $449 | $1,163-61.4% | $1,983-77.3% | $2,440-81.6% |
| Participant deferral / active EE | $2,510 | $2,394+4.8% | $3,239-22.5% | $3,607-30.4% |
| Admin fee / account holder | $2,082 | $4,569-54.4% | $6,101-65.9% | $5,124-59.4% |