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 3-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 | $86,349 | $86,922-0.7% | $102,438-15.7% | $80,874+6.8% |
| Participation rate | 76.3% | 72.4%+3.9pp | 76.5%-0.2pp | 67.6%+8.7pp |
| Annual return | 14.01% | 18.90%-4.9pp | 29.37%-15.4pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,694 | $2,369-28.5% | $3,024-44.0% | $2,756-38.5% |
| Participant deferral / active EE | $3,834 | $4,119-6.9% | $5,054-24.1% | $4,297-10.8% |
| Admin fee / account holder | $20,614 | $8,050+156.1% | $9,448+118.2% | $6,935+197.2% |