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 | $57,936 | $58,523-1.0% | $99,443-41.7% | $72,985-20.6% |
| Participation rate | 82.1% | 64.6%+17.5pp | 73.8%+8.3pp | 69.5%+12.7pp |
| Annual return | 18.52% | 28.51%-10.0pp | 30.72%-12.2pp | 81.00%-62.5pp |
| Employer contribution / active EE | $515 | $1,512-65.9% | $2,540-79.7% | $2,440-78.9% |
| Participant deferral / active EE | $1,768 | $2,606-32.2% | $3,619-51.2% | $3,607-51.0% |
| Admin fee / account holder | $924 | $4,102-77.5% | $6,250-85.2% | $5,124-82.0% |