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 | $67,399 | $45,073+49.5% | $69,455-3.0% | $72,985-7.7% |
| Participation rate | 97.4% | 68.5%+28.9pp | 74.6%+22.8pp | 69.5%+27.9pp |
| Annual return | 15.85% | 22.65%-6.8pp | 28.97%-13.1pp | 81.00%-65.2pp |
| Employer contribution / active EE | $579 | $2,054-71.8% | $2,779-79.2% | $2,440-76.3% |
| Participant deferral / active EE | $2,238 | $2,602-14.0% | $3,535-36.7% | $3,607-38.0% |
| Admin fee / account holder | $5,303 | $3,056+73.5% | $3,839+38.1% | $5,124+3.5% |