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 5-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 | $63,880 | $67,823-5.8% | $52,425+21.9% | $137,256-53.5% |
| Participation rate | 77.8% | 63.9%+13.9pp | 55.6%+22.2pp | 80.0%-2.2pp |
| Annual return | 17.78% | 219.11%-201.3pp | 302.12%-284.3pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,018 | $1,163-12.5% | $914+11.3% | $4,156-75.5% |
| Participant deferral / active EE | $4,018 | $2,288+75.6% | $1,790+124.4% | $6,407-37.3% |
| Admin fee / account holder | $1,735 | $2,844-39.0% | $2,495-30.5% | $12,270-85.9% |