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 | $57,474 | $53,127+8.2% | $86,590-33.6% | $70,131-18.0% |
| Participation rate | 83.3% | 65.3%+18.0pp | 73.5%+9.8pp | 69.5%+13.8pp |
| Annual return | 13.20% | 27.66%-14.5pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $408 | $2,068-80.3% | $2,839-85.6% | $2,342-82.6% |
| Participant deferral / active EE | $3,234 | $2,696+20.0% | $3,609-10.4% | $3,332-2.9% |
| Admin fee / account holder | $1,103 | $3,585-69.2% | $4,906-77.5% | $4,645-76.3% |