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 | $73,375 | $81,208-9.6% | $98,907-25.8% | $79,858-8.1% |
| Participation rate | 95.0% | 72.5%+22.5pp | 76.0%+19.0pp | 69.6%+25.4pp |
| Annual return | 15.91% | 60.99%-45.1pp | 196.43%-180.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $764 | $1,960-61.0% | $2,689-71.6% | $2,471-69.1% |
| Participant deferral / active EE | $3,822 | $3,265+17.1% | $4,244-10.0% | $3,740+2.2% |
| Admin fee / account holder | $3,273 | $6,013-45.6% | $6,642-50.7% | $5,306-38.3% |