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 | $56,971 | $56,277+1.2% | $80,975-29.6% | $62,891-9.4% |
| Participation rate | 71.9% | 69.0%+2.9pp | 75.8%-3.9pp | 69.3%+2.6pp |
| Annual return | 9.03% | 22.12%-13.1pp | 17.10%-8.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $824 | $1,943-57.6% | $3,714-77.8% | $2,281-63.9% |
| Participant deferral / active EE | $1,905 | $4,195-54.6% | $5,696-66.6% | $3,203-40.5% |
| Admin fee / account holder | $586 | $3,741-84.3% | $5,516-89.4% | $4,296-86.4% |