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 | $77,781 | $58,512+32.9% | $84,015-7.4% | $72,985+6.6% |
| Participation rate | 81.3% | 61.2%+20.0pp | 69.0%+12.2pp | 69.5%+11.8pp |
| Annual return | 21.26% | 28.93%-7.7pp | 71.31%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $877 | $1,163-24.6% | $1,983-55.8% | $2,440-64.1% |
| Participant deferral / active EE | $3,898 | $2,394+62.9% | $3,239+20.4% | $3,607+8.1% |
| Admin fee / account holder | $3,603 | $4,569-21.1% | $6,101-40.9% | $5,124-29.7% |