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 6-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 | $64,701 | $56,053+15.4% | $75,972-14.8% | $80,856-20.0% |
| Participation rate | 85.0% | 62.0%+23.0pp | 69.1%+15.9pp | 67.6%+17.4pp |
| Annual return | 11.15% | 20.53%-9.4pp | 359.55%-348.4pp | 35.59%-24.4pp |
| Employer contribution / active EE | $766 | $1,874-59.1% | $2,685-71.5% | $2,755-72.2% |
| Participant deferral / active EE | $3,685 | $3,052+20.8% | $4,255-13.4% | $4,296-14.2% |
| Admin fee / account holder | $1,262 | $5,234-75.9% | $6,467-80.5% | $6,918-81.8% |