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 | $65,547 | $54,705+19.8% | $71,209-8.0% | $84,808-22.7% |
| Participation rate | 90.0% | 64.1%+25.9pp | 73.8%+16.2pp | 68.3%+21.7pp |
| Annual return | 16.22% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $457 | $2,158-78.8% | $2,721-83.2% | $2,631-82.6% |
| Participant deferral / active EE | $4,717 | $3,030+55.7% | $4,175+13.0% | $4,212+12.0% |
| Admin fee / account holder | $6,320 | $4,863+30.0% | $5,349+18.2% | $7,344-13.9% |