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 | $65,598 | $53,053+23.6% | $126,539-48.2% | $74,304-11.7% |
| Participation rate | 70.5% | 48.0%+22.4pp | 69.8%+0.7pp | 60.3%+10.1pp |
| Annual return | 19.17% | 29.46%-10.3pp | 425.95%-406.8pp | 29.43%-10.3pp |
| Employer contribution / active EE | $586 | $1,168-49.8% | $3,674-84.1% | $2,241-73.9% |
| Participant deferral / active EE | $2,212 | $2,303-4.0% | $4,083-45.8% | $3,767-41.3% |
| Admin fee / account holder | $2,447 | $3,698-33.8% | $6,065-59.7% | $2,969-17.6% |