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 | $59,974 | $54,541+10.0% | $78,778-23.9% | $70,131-14.5% |
| Participation rate | 72.9% | 60.8%+12.1pp | 69.2%+3.7pp | 69.5%+3.3pp |
| Annual return | 12.93% | 21.07%-8.1pp | 35.62%-22.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $401 | $1,089-63.1% | $1,986-79.8% | $2,342-82.9% |
| Participant deferral / active EE | $2,123 | $2,210-4.0% | $2,958-28.2% | $3,332-36.3% |
| Admin fee / account holder | $7,945 | $3,709+114.2% | $5,134+54.8% | $4,645+71.0% |