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 | $72,586 | $95,971-24.4% | $74,550-2.6% | $135,375-46.4% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | 0.68% | 56.96%-56.3pp | 32.53%-31.8pp | 519.73%-519.1pp |
| Employer contribution / active EE | $861 | $2,716-68.3% | $1,961-56.1% | $4,779-82.0% |
| Participant deferral / active EE | $1,359 | $3,843-64.6% | $3,108-56.3% | $5,609-75.8% |
| Admin fee / account holder | $5,488 | $6,522-15.8% | $5,060+8.5% | $10,827-49.3% |