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 | $68,621 | $65,041+5.5% | $90,951-24.6% | $79,858-14.1% |
| Participation rate | 88.1% | 61.6%+26.5pp | 69.0%+19.0pp | 69.6%+18.4pp |
| Annual return | 15.79% | 30.45%-14.7pp | 134.60%-118.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $942 | $1,247-24.5% | $2,122-55.6% | $2,471-61.9% |
| Participant deferral / active EE | $3,532 | $2,512+40.6% | $3,373+4.7% | $3,740-5.6% |
| Admin fee / account holder | $2,883 | $4,536-36.4% | $5,959-51.6% | $5,306-45.7% |