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 | $56,619 | $51,175+10.6% | $70,515-19.7% | $75,163-24.7% |
| Participation rate | 78.3% | 60.9%+17.4pp | 68.3%+10.0pp | 67.2%+11.1pp |
| Annual return | 18.12% | 30.02%-11.9pp | 32.77%-14.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,622 | $1,826-11.2% | $2,973-45.4% | $2,670-39.2% |
| Participant deferral / active EE | $1,908 | $2,849-33.0% | $4,567-58.2% | $4,125-53.8% |
| Admin fee / account holder | $824 | $4,091-79.9% | $6,412-87.2% | $5,651-85.4% |