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 4-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 | $74,666 | $51,638+44.6% | $68,368+9.2% | $82,448-9.4% |
| Participation rate | 87.9% | 63.6%+24.3pp | 73.8%+14.2pp | 68.1%+19.8pp |
| Annual return | 17.29% | 37.53%-20.2pp | 292.57%-275.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $993 | $2,047-51.5% | $2,649-62.5% | $2,551-61.1% |
| Participant deferral / active EE | $3,130 | $2,914+7.4% | $4,123-24.1% | $4,139-24.4% |
| Admin fee / account holder | $1,925 | $4,643-58.5% | $5,150-62.6% | $7,234-73.4% |