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 | $54,337 | $53,822+1.0% | $75,696-28.2% | $85,850-36.7% |
| Participation rate | 74.7% | 69.1%+5.7pp | 74.8%-0.1pp | 69.3%+5.4pp |
| Annual return | 29.25% | 24.54%+4.7pp | 104.53%-75.3pp | 318.53%-289.3pp |
| Employer contribution / active EE | $767 | $2,017-62.0% | $2,743-72.0% | $2,565-70.1% |
| Participant deferral / active EE | $2,363 | $2,895-18.4% | $3,821-38.2% | $3,952-40.2% |
| Admin fee / account holder | $8,171 | $3,343+144.4% | $3,619+125.8% | $6,260+30.5% |