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 | $61,556 | $70,669-12.9% | $169,368-63.7% | $75,163-18.1% |
| Participation rate | 77.0% | 64.8%+12.3pp | 77.1%-0.1pp | 67.2%+9.9pp |
| Annual return | 16.63% | 36.36%-19.7pp | 405.60%-389.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $919 | $2,211-58.4% | $4,013-77.1% | $2,670-65.6% |
| Participant deferral / active EE | $3,662 | $4,311-15.0% | $6,221-41.1% | $4,125-11.2% |
| Admin fee / account holder | $5,805 | $5,402+7.5% | $9,003-35.5% | $5,651+2.7% |