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 | $69,443 | $58,512+18.7% | $84,015-17.3% | $72,985-4.9% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 17.26% | 28.93%-11.7pp | 71.31%-54.0pp | 81.00%-63.7pp |
| Employer contribution / active EE | $566 | $1,163-51.3% | $1,983-71.4% | $2,440-76.8% |
| Participant deferral / active EE | $3,405 | $2,394+42.3% | $3,239+5.1% | $3,607-5.6% |
| Admin fee / account holder | $3,563 | $4,569-22.0% | $6,101-41.6% | $5,124-30.5% |