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 | $37,557 | $37,426+0.3% | $77,482-51.5% | $79,858-53.0% |
| Participation rate | 70.2% | 41.5%+28.7pp | 54.2%+16.0pp | 69.6%+0.6pp |
| Annual return | 33.64% | 39.70%-6.1pp | 54.79%-21.1pp | 31.71%+1.9pp |
| Employer contribution / active EE | $753 | $637+18.3% | $986-23.7% | $2,471-69.5% |
| Participant deferral / active EE | $3,118 | $1,260+147.4% | $1,861+67.5% | $3,740-16.6% |
| Admin fee / account holder | $1,181 | $2,504-52.8% | $2,858-58.7% | $5,306-77.7% |