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 | $53,755 | $53,127+1.2% | $86,590-37.9% | $70,131-23.4% |
| Participation rate | 85.2% | 65.3%+19.9pp | 73.5%+11.6pp | 69.5%+15.6pp |
| Annual return | 20.30% | 27.66%-7.4pp | 964.84%-944.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,220 | $2,068-41.0% | $2,839-57.0% | $2,342-47.9% |
| Participant deferral / active EE | $2,091 | $2,696-22.4% | $3,609-42.0% | $3,332-37.2% |
| Admin fee / account holder | $4,133 | $3,585+15.3% | $4,906-15.7% | $4,645-11.0% |