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 | $60,098 | $58,512+2.7% | $84,015-28.5% | $72,985-17.7% |
| Participation rate | 80.6% | 61.2%+19.4pp | 69.0%+11.6pp | 69.5%+11.2pp |
| Annual return | 21.91% | 28.93%-7.0pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $822 | $1,163-29.4% | $1,983-58.6% | $2,440-66.3% |
| Participant deferral / active EE | $2,889 | $2,394+20.7% | $3,239-10.8% | $3,607-19.9% |
| Admin fee / account holder | $5,347 | $4,569+17.0% | $6,101-12.4% | $5,124+4.3% |