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 | $66,429 | $89,355-25.7% | $141,162-52.9% | $72,985-9.0% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 24.24% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,190 | $3,114-29.7% | $4,735-53.7% | $2,440-10.2% |
| Participant deferral / active EE | $2,973 | $5,418-45.1% | $6,709-55.7% | $3,607-17.6% |
| Admin fee / account holder | $3,582 | $5,958-39.9% | $10,261-65.1% | $5,124-30.1% |