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 | $67,858 | $64,909+4.5% | $82,313-17.6% | $62,292+8.9% |
| Participation rate | 99.0% | 74.9%+24.2pp | 76.9%+22.1pp | 69.5%+29.5pp |
| Annual return | 17.79% | 21.18%-3.4pp | 25.88%-8.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $594 | $1,676-64.5% | $2,428-75.5% | $2,042-70.9% |
| Participant deferral / active EE | $4,621 | $3,103+48.9% | $3,706+24.7% | $3,169+45.8% |
| Admin fee / account holder | $2,887 | $440+556.8% | $5,608-48.5% | $479+502.3% |