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 | $40,636 | $45,035-9.8% | $62,995-35.5% | $70,131-42.1% |
| Participation rate | 89.4% | 69.5%+19.8pp | 74.8%+14.6pp | 69.5%+19.8pp |
| Annual return | 16.03% | 18.76%-2.7pp | 87.57%-71.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $912 | $2,051-55.5% | $2,759-66.9% | $2,342-61.1% |
| Participant deferral / active EE | $1,873 | $2,465-24.0% | $3,329-43.7% | $3,332-43.8% |
| Admin fee / account holder | $5,112 | $2,834+80.4% | $3,600+42.0% | $4,645+10.0% |