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 | $61,655 | $78,422-21.4% | $95,952-35.7% | $79,858-22.8% |
| Participation rate | 80.6% | 73.5%+7.2pp | 77.1%+3.6pp | 69.6%+11.0pp |
| Annual return | 15.63% | 19.37%-3.7pp | 91.61%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $803 | $1,945-58.7% | $2,541-68.4% | $2,471-67.5% |
| Participant deferral / active EE | $8,026 | $3,440+133.3% | $4,167+92.6% | $3,740+114.6% |
| Admin fee / account holder | $2,318 | $5,622-58.8% | $6,795-65.9% | $5,306-56.3% |