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 | $61,870 | $65,561-5.6% | $91,541-32.4% | $74,304-16.7% |
| Participation rate | 72.6% | 56.6%+16.0pp | 69.8%+2.8pp | 60.3%+12.2pp |
| Annual return | 18.21% | 17.68%+0.5pp | 20.50%-2.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $874 | $1,717-49.1% | $2,505-65.1% | $2,241-61.0% |
| Participant deferral / active EE | $2,995 | $2,918+2.7% | $4,008-25.3% | $3,767-20.5% |
| Admin fee / account holder | $7,804 | $3,333+134.2% | $6,956+12.2% | $2,969+162.9% |