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 | $62,442 | $59,097+5.7% | $82,389-24.2% | $74,304-16.0% |
| Participation rate | 92.3% | 52.8%+39.6pp | 69.5%+22.8pp | 60.3%+32.0pp |
| Annual return | 15.54% | 22.85%-7.3pp | 28.67%-13.1pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,737 | $1,601+71.0% | $2,517+8.7% | $2,241+22.1% |
| Participant deferral / active EE | $6,238 | $2,775+124.7% | $4,155+50.1% | $3,767+65.6% |
| Admin fee / account holder | $10,708 | $4,489+138.5% | $7,231+48.1% | $2,969+260.7% |