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 | $71,540 | $63,355+12.9% | $91,989-22.2% | $72,985-2.0% |
| Participation rate | 94.5% | 72.5%+22.0pp | 78.6%+15.9pp | 69.5%+25.1pp |
| Annual return | 21.26% | 35.35%-14.1pp | 69.02%-47.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $780 | $2,116-63.2% | $3,452-77.4% | $2,440-68.1% |
| Participant deferral / active EE | $4,015 | $4,883-17.8% | $5,923-32.2% | $3,607+11.3% |
| Admin fee / account holder | $4,626 | $4,668-0.9% | $7,743-40.3% | $5,124-9.7% |