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 | $68,297 | $52,279+30.6% | $89,391-23.6% | $79,858-14.5% |
| Participation rate | 83.9% | 57.5%+26.3pp | 68.0%+15.9pp | 69.6%+14.2pp |
| Annual return | 13.24% | 22.16%-8.9pp | 245.62%-232.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $713 | $1,572-54.6% | $2,586-72.4% | $2,471-71.2% |
| Participant deferral / active EE | $4,087 | $2,740+49.1% | $3,890+5.1% | $3,740+9.3% |
| Admin fee / account holder | $1,911 | $3,356-43.1% | $4,881-60.9% | $5,306-64.0% |