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 | $62,179 | $58,851+5.7% | $115,157-46.0% | $72,985-14.8% |
| Participation rate | 87.1% | 65.5%+21.6pp | 75.9%+11.2pp | 69.5%+17.6pp |
| Annual return | 17.08% | 23.16%-6.1pp | 35.60%-18.5pp | 81.00%-63.9pp |
| Employer contribution / active EE | $746 | $1,798-58.5% | $3,179-76.5% | $2,440-69.4% |
| Participant deferral / active EE | $4,755 | $2,643+79.9% | $4,168+14.1% | $3,607+31.8% |
| Admin fee / account holder | $20,612 | $6,370+223.6% | $7,088+190.8% | $5,124+302.2% |