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 | $66,162 | $37,426+76.8% | $77,482-14.6% | $79,858-17.2% |
| Participation rate | 82.2% | 41.5%+40.7pp | 54.2%+28.0pp | 69.6%+12.6pp |
| Annual return | 20.45% | 39.70%-19.2pp | 54.79%-34.3pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,979 | $637+210.8% | $986+100.6% | $2,471-19.9% |
| Participant deferral / active EE | $4,004 | $1,260+217.8% | $1,861+115.1% | $3,740+7.1% |
| Admin fee / account holder | $3,428 | $2,504+36.9% | $2,858+20.0% | $5,306-35.4% |