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 | $62,400 | $53,777+16.0% | $134,143-53.5% | $79,858-21.9% |
| Participation rate | 97.1% | 58.8%+38.3pp | 72.2%+24.9pp | 69.6%+27.4pp |
| Annual return | 13.28% | 19.01%-5.7pp | 36.33%-23.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,503 | $1,321+13.8% | $3,704-59.4% | $2,471-39.2% |
| Participant deferral / active EE | $5,212 | $2,420+115.4% | $3,499+49.0% | $3,740+39.4% |
| Admin fee / account holder | $1,985 | $3,984-50.2% | $6,684-70.3% | $5,306-62.6% |