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 | $37,461 | $54,541-31.3% | $78,778-52.4% | $70,131-46.6% |
| Participation rate | 78.6% | 60.8%+17.8pp | 69.2%+9.4pp | 69.5%+9.0pp |
| Annual return | 13.18% | 21.07%-7.9pp | 35.62%-22.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,964 | $1,089+80.4% | $1,986-1.1% | $2,342-16.2% |
| Participant deferral / active EE | $2,759 | $2,210+24.8% | $2,958-6.7% | $3,332-17.2% |
| Admin fee / account holder | $725 | $3,709-80.5% | $5,134-85.9% | $4,645-84.4% |