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 | $57,448 | $52,279+9.9% | $89,391-35.7% | $79,858-28.1% |
| Participation rate | 92.6% | 57.5%+35.1pp | 68.0%+24.6pp | 69.6%+23.0pp |
| Annual return | 13.60% | 22.16%-8.6pp | 245.62%-232.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $323 | $1,572-79.4% | $2,586-87.5% | $2,471-86.9% |
| Participant deferral / active EE | $3,795 | $2,740+38.5% | $3,890-2.4% | $3,740+1.5% |
| Admin fee / account holder | $1,619 | $3,356-51.8% | $4,881-66.8% | $5,306-69.5% |