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 | $69,300 | $89,753-22.8% | $107,525-35.6% | $84,808-18.3% |
| Participation rate | 85.3% | 68.1%+17.2pp | 75.1%+10.2pp | 68.3%+17.0pp |
| Annual return | 14.93% | 29.48%-14.5pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,235 | $3,113-28.2% | $3,754-40.5% | $2,631-15.1% |
| Participant deferral / active EE | $4,714 | $4,056+16.2% | $5,116-7.8% | $4,212+11.9% |
| Admin fee / account holder | $3,495 | $7,222-51.6% | $8,919-60.8% | $7,344-52.4% |