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 | $112,925 | $55,706+102.7% | $75,886+48.8% | $72,985+54.7% |
| Participation rate | 83.9% | 61.1%+22.7pp | 69.3%+14.6pp | 69.5%+14.4pp |
| Annual return | 21.01% | 27.59%-6.6pp | 30.76%-9.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $985 | $1,687-41.6% | $2,500-60.6% | $2,440-59.6% |
| Participant deferral / active EE | $1,749 | $2,634-33.6% | $3,603-51.5% | $3,607-51.5% |
| Admin fee / account holder | $1,334 | $3,978-66.5% | $5,418-75.4% | $5,124-74.0% |