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 | $54,705+22.5% | $71,209-5.9% | $84,808-21.0% |
| Participation rate | 97.3% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+29.0pp |
| Annual return | 13.46% | 35.90%-22.4pp | 282.51%-269.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $676 | $2,158-68.7% | $2,721-75.2% | $2,631-74.3% |
| Participant deferral / active EE | $3,990 | $3,030+31.7% | $4,175-4.4% | $4,212-5.3% |
| Admin fee / account holder | $2,577 | $4,863-47.0% | $5,349-51.8% | $7,344-64.9% |