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 | $68,493 | $53,127+28.9% | $86,590-20.9% | $70,131-2.3% |
| Participation rate | 92.1% | 65.3%+26.8pp | 73.5%+18.5pp | 69.5%+22.5pp |
| Annual return | 17.78% | 27.66%-9.9pp | 964.84%-947.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $821 | $2,068-60.3% | $2,839-71.1% | $2,342-65.0% |
| Participant deferral / active EE | $8,628 | $2,696+220.1% | $3,609+139.1% | $3,332+159.0% |
| Admin fee / account holder | $4,658 | $3,585+29.9% | $4,906-5.1% | $4,645+0.3% |