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 | $57,923 | $54,541+6.2% | $78,778-26.5% | $70,131-17.4% |
| Participation rate | 80.7% | 60.8%+19.9pp | 69.2%+11.5pp | 69.5%+11.2pp |
| Annual return | 15.27% | 21.07%-5.8pp | 35.62%-20.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,077 | $1,089-1.1% | $1,986-45.8% | $2,342-54.0% |
| Participant deferral / active EE | $2,394 | $2,210+8.3% | $2,958-19.1% | $3,332-28.1% |
| Admin fee / account holder | $2,481 | $3,709-33.1% | $5,134-51.7% | $4,645-46.6% |