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 | $73,399 | $47,848+53.4% | $81,478-9.9% | $70,131+4.7% |
| Participation rate | 88.1% | 58.3%+29.8pp | 68.0%+20.1pp | 69.5%+18.5pp |
| Annual return | 15.21% | 27.25%-12.0pp | 38.78%-23.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,311 | $1,527-14.1% | $2,568-48.9% | $2,342-44.0% |
| Participant deferral / active EE | $3,386 | $2,453+38.0% | $3,537-4.3% | $3,332+1.6% |
| Admin fee / account holder | $2,275 | $3,145-27.7% | $4,561-50.1% | $4,645-51.0% |