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 3-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 | $60,264 | $59,101+2.0% | $77,163-21.9% | $75,163-19.8% |
| Participation rate | 97.8% | 63.9%+34.0pp | 69.6%+28.3pp | 67.2%+30.6pp |
| Annual return | 14.60% | 26.71%-12.1pp | 37.87%-23.3pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,321 | $1,995+16.3% | $2,535-8.4% | $2,670-13.1% |
| Participant deferral / active EE | $3,015 | $2,999+0.5% | $3,833-21.4% | $4,125-26.9% |
| Admin fee / account holder | $1,703 | $4,774-64.3% | $5,472-68.9% | $5,651-69.9% |