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 | $50,804 | $48,364+5.0% | $71,796-29.2% | $62,891-19.2% |
| Participation rate | 79.3% | 60.6%+18.7pp | 69.1%+10.2pp | 69.3%+10.0pp |
| Annual return | 5.25% | 13.16%-7.9pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $456 | $1,042-56.3% | $1,924-76.3% | $2,281-80.0% |
| Participant deferral / active EE | $2,810 | $2,091+34.4% | $2,794+0.6% | $3,203-12.3% |
| Admin fee / account holder | $2,781 | $3,771-26.3% | $4,815-42.3% | $4,296-35.3% |