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 | $55,087 | $52,580+4.8% | $71,671-23.1% | $70,131-21.5% |
| Participation rate | 84.8% | 60.9%+24.0pp | 68.7%+16.1pp | 69.5%+15.3pp |
| Annual return | 21.74% | 20.25%+1.5pp | 20.65%+1.1pp | 73.14%-51.4pp |
| Employer contribution / active EE | $549 | $1,616-66.0% | $2,460-77.7% | $2,342-76.6% |
| Participant deferral / active EE | $3,048 | $2,386+27.8% | $3,438-11.3% | $3,332-8.5% |
| Admin fee / account holder | $6,446 | $3,653+76.5% | $5,558+16.0% | $4,645+38.8% |