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 | $63,943 | $89,355-28.4% | $141,162-54.7% | $72,985-12.4% |
| Participation rate | 84.1% | 75.1%+9.0pp | 82.5%+1.6pp | 69.5%+14.6pp |
| Annual return | 19.52% | 111.85%-92.3pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $662 | $3,114-78.7% | $4,735-86.0% | $2,440-72.9% |
| Participant deferral / active EE | $6,332 | $5,418+16.9% | $6,709-5.6% | $3,607+75.5% |
| Admin fee / account holder | $3,680 | $5,958-38.2% | $10,261-64.1% | $5,124-28.2% |