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 | $83,221 | $53,822+54.6% | $75,696+9.9% | $85,850-3.1% |
| Participation rate | 97.1% | 69.1%+28.0pp | 74.8%+22.2pp | 69.3%+27.7pp |
| Annual return | 12.74% | 24.54%-11.8pp | 104.53%-91.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $974 | $2,017-51.7% | $2,743-64.5% | $2,565-62.0% |
| Participant deferral / active EE | $2,141 | $2,895-26.1% | $3,821-44.0% | $3,952-45.8% |
| Admin fee / account holder | $9,705 | $3,343+190.3% | $3,619+168.2% | $6,260+55.0% |