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 | $60,900 | $59,839+1.8% | $81,983-25.7% | $79,858-23.7% |
| Participation rate | 73.5% | 61.6%+11.9pp | 69.2%+4.3pp | 69.6%+3.9pp |
| Annual return | 17.12% | 17.56%-0.4pp | 41.31%-24.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $924 | $1,713-46.1% | $2,498-63.0% | $2,471-62.6% |
| Participant deferral / active EE | $2,527 | $2,695-6.2% | $3,722-32.1% | $3,740-32.4% |
| Admin fee / account holder | $7,964 | $4,287+85.8% | $5,664+40.6% | $5,306+50.1% |