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 | $60,011 | $48,364+24.1% | $71,796-16.4% | $62,891-4.6% |
| Participation rate | 74.3% | 60.6%+13.7pp | 69.1%+5.2pp | 69.3%+5.0pp |
| Annual return | 6.38% | 13.16%-6.8pp | 78.04%-71.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $825 | $1,042-20.8% | $1,924-57.1% | $2,281-63.8% |
| Participant deferral / active EE | $3,141 | $2,091+50.2% | $2,794+12.4% | $3,203-1.9% |
| Admin fee / account holder | $9,532 | $3,771+152.7% | $4,815+98.0% | $4,296+121.9% |