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 | $59,220 | $58,828+0.7% | $77,999-24.1% | $62,891-5.8% |
| Participation rate | 84.1% | 71.1%+13.0pp | 75.5%+8.5pp | 69.3%+14.8pp |
| Annual return | 7.46% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $354 | $1,672-78.8% | $2,470-85.7% | $2,281-84.5% |
| Participant deferral / active EE | $3,253 | $2,686+21.1% | $3,497-7.0% | $3,203+1.6% |
| Admin fee / account holder | $2,866 | $4,393-34.8% | $5,480-47.7% | $4,296-33.3% |