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 | $72,705 | $83,477-12.9% | $125,175-41.9% | $72,985-0.4% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.6pp | 69.5%+27.8pp |
| Annual return | 23.50% | 25.78%-2.3pp | 43.79%-20.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $931 | $2,345-60.3% | $3,865-75.9% | $2,440-61.8% |
| Participant deferral / active EE | $3,723 | $3,585+3.9% | $4,937-24.6% | $3,607+3.2% |
| Admin fee / account holder | $3,182 | $5,517-42.3% | $9,702-67.2% | $5,124-37.9% |