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 | $58,756 | $65,365-10.1% | $92,893-36.7% | $72,985-19.5% |
| Participation rate | 88.2% | 68.3%+19.9pp | 76.0%+12.2pp | 69.5%+18.7pp |
| Annual return | 18.62% | 42.10%-23.5pp | 109.41%-90.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $632 | $2,594-75.6% | $3,653-82.7% | $2,440-74.1% |
| Participant deferral / active EE | $1,321 | $3,128-57.8% | $4,236-68.8% | $3,607-63.4% |
| Admin fee / account holder | $3,453 | $4,251-18.8% | $5,794-40.4% | $5,124-32.6% |