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 | $66,929 | $55,214+21.2% | $104,607-36.0% | $73,488-8.9% |
| Participation rate | 81.0% | 67.8%+13.1pp | 74.1%+6.9pp | 70.7%+10.3pp |
| Annual return | 17.96% | 24.79%-6.8pp | 340.46%-322.5pp | 28.51%-10.6pp |
| Employer contribution / active EE | $451 | $1,468-69.2% | $2,681-83.2% | $2,270-80.1% |
| Participant deferral / active EE | $3,742 | $2,925+28.0% | $3,740+0.1% | $3,740+0.1% |
| Admin fee / account holder | $1,984 | $424+368.2% | $6,473-69.3% | $513+286.7% |