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 | $58,226 | $58,512-0.5% | $84,015-30.7% | $72,985-20.2% |
| Participation rate | 73.1% | 61.2%+11.8pp | 69.0%+4.1pp | 69.5%+3.6pp |
| Annual return | 20.74% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,975 | $1,163+69.8% | $1,983-0.4% | $2,440-19.1% |
| Participant deferral / active EE | $3,818 | $2,394+59.5% | $3,239+17.9% | $3,607+5.8% |
| Admin fee / account holder | $2,888 | $4,569-36.8% | $6,101-52.7% | $5,124-43.6% |