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 | $75,547 | $79,944-5.5% | $98,439-23.3% | $75,163+0.5% |
| Participation rate | 84.0% | 70.4%+13.6pp | 75.2%+8.8pp | 67.2%+16.8pp |
| Annual return | 20.36% | 19.75%+0.6pp | 21.16%-0.8pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,519 | $2,264+11.3% | $3,048-17.4% | $2,670-5.7% |
| Participant deferral / active EE | $4,170 | $3,752+11.2% | $4,738-12.0% | $4,125+1.1% |
| Admin fee / account holder | $21,843 | $6,840+219.4% | $8,948+144.1% | $5,651+286.5% |