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 | $66,356 | $65,365+1.5% | $92,893-28.6% | $72,985-9.1% |
| Participation rate | 98.5% | 68.3%+30.2pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 20.85% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $803 | $2,594-69.0% | $3,653-78.0% | $2,440-67.1% |
| Participant deferral / active EE | $3,008 | $3,128-3.8% | $4,236-29.0% | $3,607-16.6% |
| Admin fee / account holder | $9,574 | $4,251+125.2% | $5,794+65.2% | $5,124+86.8% |