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 | $53,536 | $53,777-0.4% | $134,143-60.1% | $79,858-33.0% |
| Participation rate | 86.7% | 58.8%+27.9pp | 72.2%+14.5pp | 69.6%+17.0pp |
| Annual return | 16.82% | 19.01%-2.2pp | 36.33%-19.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $765 | $1,321-42.1% | $3,704-79.4% | $2,471-69.0% |
| Participant deferral / active EE | $7,380 | $2,420+204.9% | $3,499+110.9% | $3,740+97.3% |
| Admin fee / account holder | $1,763 | $3,984-55.7% | $6,684-73.6% | $5,306-66.8% |