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 | $59,774 | $76,367-21.7% | $93,606-36.1% | $72,985-18.1% |
| Participation rate | 96.8% | 71.7%+25.0pp | 75.8%+20.9pp | 69.5%+27.3pp |
| Annual return | 17.71% | 25.82%-8.1pp | 32.76%-15.0pp | 81.00%-63.3pp |
| Employer contribution / active EE | $676 | $2,275-70.3% | $2,718-75.1% | $2,440-72.3% |
| Participant deferral / active EE | $3,516 | $3,538-0.6% | $4,069-13.6% | $3,607-2.5% |
| Admin fee / account holder | $10,864 | $6,838+58.9% | $7,888+37.7% | $5,124+112.0% |