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 | $63,861 | $52,279+22.2% | $89,391-28.6% | $79,858-20.0% |
| Participation rate | 89.1% | 57.5%+31.6pp | 68.0%+21.2pp | 69.6%+19.5pp |
| Annual return | 13.33% | 22.16%-8.8pp | 245.62%-232.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $747 | $1,572-52.5% | $2,586-71.1% | $2,471-69.8% |
| Participant deferral / active EE | $3,111 | $2,740+13.5% | $3,890-20.0% | $3,740-16.8% |
| Admin fee / account holder | $431 | $3,356-87.2% | $4,881-91.2% | $5,306-91.9% |