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 | $67,821 | $52,279+29.7% | $89,391-24.1% | $79,858-15.1% |
| Participation rate | 74.2% | 57.5%+16.7pp | 68.0%+6.2pp | 69.6%+4.6pp |
| Annual return | 14.49% | 22.16%-7.7pp | 245.62%-231.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $474 | $1,572-69.9% | $2,586-81.7% | $2,471-80.8% |
| Participant deferral / active EE | $2,878 | $2,740+5.0% | $3,890-26.0% | $3,740-23.0% |
| Admin fee / account holder | $3,612 | $3,356+7.6% | $4,881-26.0% | $5,306-31.9% |