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 | $67,662 | $80,717-16.2% | $154,803-56.3% | $84,808-20.2% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 15.35% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,784 | $2,761-35.4% | $4,305-58.6% | $2,631-32.2% |
| Participant deferral / active EE | $4,674 | $3,303+41.5% | $5,540-15.6% | $4,212+11.0% |
| Admin fee / account holder | $353 | $6,746-94.8% | $14,329-97.5% | $7,344-95.2% |