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 | $77,404 | $80,968-4.4% | $96,544-19.8% | $75,163+3.0% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 12.97% | 27.06%-14.1pp | 25.84%-12.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $873 | $2,282-61.8% | $2,965-70.6% | $2,670-67.3% |
| Participant deferral / active EE | $2,729 | $3,928-30.5% | $4,851-43.7% | $4,125-33.9% |
| Admin fee / account holder | $15,546 | $6,724+131.2% | $8,252+88.4% | $5,651+175.1% |