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 | $57,681 | $57,541+0.2% | $95,745-39.8% | $75,163-23.3% |
| Participation rate | 83.1% | 62.5%+20.5pp | 72.3%+10.8pp | 67.2%+15.9pp |
| Annual return | 20.69% | 34.93%-14.2pp | 28.35%-7.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $714 | $1,808-60.5% | $2,835-74.8% | $2,670-73.2% |
| Participant deferral / active EE | $3,804 | $3,074+23.7% | $4,245-10.4% | $4,125-7.8% |
| Admin fee / account holder | $3,267 | $4,099-20.3% | $5,678-42.5% | $5,651-42.2% |