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 | $68,024 | $67,606+0.6% | $82,313-17.4% | $70,131-3.0% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 12.16% | 21.57%-9.4pp | 25.88%-13.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,751 | $1,755-0.2% | $2,428-27.9% | $2,342-25.2% |
| Participant deferral / active EE | $3,379 | $2,987+13.1% | $3,706-8.8% | $3,332+1.4% |
| Admin fee / account holder | $810 | $4,512-82.0% | $5,608-85.6% | $4,645-82.6% |