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 | $80,051 | $65,246+22.7% | $98,716-18.9% | $67,986+17.7% |
| Participation rate | 83.2% | 51.4%+31.7pp | 69.3%+13.9pp | 57.2%+26.0pp |
| Annual return | 16.88% | 20.58%-3.7pp | 31.81%-14.9pp | 31.67%-14.8pp |
| Employer contribution / active EE | $783 | $1,042-24.8% | $2,279-65.6% | $2,019-61.2% |
| Participant deferral / active EE | $5,287 | $2,594+103.8% | $4,048+30.6% | $3,358+57.4% |
| Admin fee / account holder | $6,018 | $4,561+32.0% | $8,703-30.8% | $3,203+87.9% |