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 | $68,539 | $52,279+31.1% | $89,391-23.3% | $79,858-14.2% |
| Participation rate | 96.1% | 57.5%+38.5pp | 68.0%+28.1pp | 69.6%+26.4pp |
| Annual return | 20.94% | 22.16%-1.2pp | 245.62%-224.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $588 | $1,572-62.6% | $2,586-77.3% | $2,471-76.2% |
| Participant deferral / active EE | $4,968 | $2,740+81.3% | $3,890+27.7% | $3,740+32.8% |
| Admin fee / account holder | $2,564 | $3,356-23.6% | $4,881-47.5% | $5,306-51.7% |