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 | $56,813 | $58,828-3.4% | $77,999-27.2% | $62,891-9.7% |
| Participation rate | 88.5% | 71.1%+17.4pp | 75.5%+12.9pp | 69.3%+19.2pp |
| Annual return | 6.64% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $916 | $1,672-45.2% | $2,470-62.9% | $2,281-59.8% |
| Participant deferral / active EE | $2,103 | $2,686-21.7% | $3,497-39.9% | $3,203-34.3% |
| Admin fee / account holder | $421 | $4,393-90.4% | $5,480-92.3% | $4,296-90.2% |