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 | $69,806 | $56,053+24.5% | $75,972-8.1% | $80,856-13.7% |
| Participation rate | 79.3% | 62.0%+17.3pp | 69.1%+10.3pp | 67.6%+11.7pp |
| Annual return | 13.29% | 20.53%-7.2pp | 359.55%-346.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $545 | $1,874-70.9% | $2,685-79.7% | $2,755-80.2% |
| Participant deferral / active EE | $2,627 | $3,052-13.9% | $4,255-38.3% | $4,296-38.8% |
| Admin fee / account holder | $718 | $5,234-86.3% | $6,467-88.9% | $6,918-89.6% |