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 | $65,864 | $58,512+12.6% | $84,015-21.6% | $72,985-9.8% |
| Participation rate | 93.3% | 61.2%+32.1pp | 69.0%+24.3pp | 69.5%+23.8pp |
| Annual return | 21.75% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $720 | $1,163-38.1% | $1,983-63.7% | $2,440-70.5% |
| Participant deferral / active EE | $5,181 | $2,394+116.4% | $3,239+60.0% | $3,607+43.6% |
| Admin fee / account holder | $4,476 | $4,569-2.0% | $6,101-26.6% | $5,124-12.7% |