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 | $78,951 | $80,717-2.2% | $154,803-49.0% | $84,808-6.9% |
| Participation rate | 85.4% | 66.8%+18.6pp | 78.1%+7.3pp | 68.3%+17.1pp |
| Annual return | 15.28% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $618 | $2,761-77.6% | $4,305-85.6% | $2,631-76.5% |
| Participant deferral / active EE | $1,864 | $3,303-43.6% | $5,540-66.3% | $4,212-55.7% |
| Admin fee / account holder | $3,869 | $6,746-42.6% | $14,329-73.0% | $7,344-47.3% |