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 7-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 | $65,912 | $52,279+26.1% | $89,391-26.3% | $79,858-17.5% |
| Participation rate | 96.8% | 57.5%+39.2pp | 68.0%+28.8pp | 69.6%+27.1pp |
| Annual return | 12.49% | 22.16%-9.7pp | 245.62%-233.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $305 | $1,572-80.6% | $2,586-88.2% | $2,471-87.6% |
| Participant deferral / active EE | $1,956 | $2,740-28.6% | $3,890-49.7% | $3,740-47.7% |
| Admin fee / account holder | $1,712 | $3,356-49.0% | $4,881-64.9% | $5,306-67.7% |