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 | $77,007 | $76,407+0.8% | $150,298-48.8% | $82,448-6.6% |
| Participation rate | 80.3% | 66.4%+13.9pp | 77.8%+2.6pp | 68.1%+12.3pp |
| Annual return | 17.17% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $550 | $2,614-79.0% | $4,154-86.8% | $2,551-78.4% |
| Participant deferral / active EE | $2,927 | $3,214-8.9% | $5,453-46.3% | $4,139-29.3% |
| Admin fee / account holder | $2,637 | $6,352-58.5% | $14,116-81.3% | $7,234-63.5% |