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 | $66,183 | $53,127+24.6% | $86,590-23.6% | $70,131-5.6% |
| Participation rate | 77.5% | 65.3%+12.2pp | 73.5%+4.0pp | 69.5%+8.0pp |
| Annual return | 17.76% | 27.66%-9.9pp | 964.84%-947.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $468 | $2,068-77.4% | $2,839-83.5% | $2,342-80.0% |
| Participant deferral / active EE | $2,027 | $2,696-24.8% | $3,609-43.8% | $3,332-39.2% |
| Admin fee / account holder | $1,775 | $3,585-50.5% | $4,906-63.8% | $4,645-61.8% |