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 | $65,112 | $67,411-3.4% | $91,001-28.4% | $70,131-7.2% |
| Participation rate | 89.4% | 71.4%+18.0pp | 75.6%+13.8pp | 69.5%+19.9pp |
| Annual return | 13.79% | -40.16%+54.0pp | 4.60%+9.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $697 | $1,786-61.0% | $2,456-71.6% | $2,342-70.2% |
| Participant deferral / active EE | $2,145 | $2,823-24.0% | $3,547-39.5% | $3,332-35.6% |
| Admin fee / account holder | $10,573 | $4,236+149.6% | $5,417+95.2% | $4,645+127.6% |