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 | $58,529 | $58,851-0.5% | $115,157-49.2% | $72,985-19.8% |
| Participation rate | 88.5% | 65.5%+22.9pp | 75.9%+12.6pp | 69.5%+19.0pp |
| Annual return | 20.62% | 23.16%-2.5pp | 35.60%-15.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,512 | $1,798-15.9% | $3,179-52.4% | $2,440-38.0% |
| Participant deferral / active EE | $2,312 | $2,643-12.5% | $4,168-44.5% | $3,607-35.9% |
| Admin fee / account holder | $5,491 | $6,370-13.8% | $7,088-22.5% | $5,124+7.2% |