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 | $65,915 | $65,409+0.8% | $98,442-33.0% | $85,850-23.2% |
| Participation rate | 88.5% | 65.0%+23.5pp | 73.3%+15.1pp | 69.3%+19.1pp |
| Annual return | 14.32% | 21.76%-7.4pp | 1492.73%-1478.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $766 | $2,168-64.7% | $2,960-74.1% | $2,565-70.1% |
| Participant deferral / active EE | $1,785 | $3,166-43.6% | $4,276-58.3% | $3,952-54.8% |
| Admin fee / account holder | $2,288 | $4,593-50.2% | $5,949-61.5% | $6,260-63.4% |