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 | $67,015 | $51,638+29.8% | $68,368-2.0% | $82,448-18.7% |
| Participation rate | 97.3% | 63.6%+33.7pp | 73.8%+23.5pp | 68.1%+29.2pp |
| Annual return | 13.46% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $676 | $2,047-67.0% | $2,649-74.5% | $2,551-73.5% |
| Participant deferral / active EE | $3,990 | $2,914+37.0% | $4,123-3.2% | $4,139-3.6% |
| Admin fee / account holder | $2,577 | $4,643-44.5% | $5,150-50.0% | $7,234-64.4% |