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 | $78,386 | $78,705-0.4% | $117,854-33.5% | $70,131+11.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 20.40% | 23.30%-2.9pp | 335.08%-314.7pp | 73.14%-52.7pp |
| Employer contribution / active EE | $884 | $2,223-60.3% | $3,786-76.7% | $2,342-62.3% |
| Participant deferral / active EE | $1,971 | $3,297-40.2% | $4,482-56.0% | $3,332-40.9% |
| Admin fee / account holder | $7,295 | $5,065+44.0% | $8,020-9.0% | $4,645+57.0% |