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 | $64,153 | $63,764+0.6% | $81,930-21.7% | $79,858-19.7% |
| Participation rate | 72.7% | 67.5%+5.2pp | 72.0%+0.7pp | 69.6%+3.1pp |
| Annual return | 14.26% | 22.66%-8.4pp | 29.49%-15.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,022 | $1,795+12.6% | $4,310-53.1% | $2,471-18.2% |
| Participant deferral / active EE | $3,806 | $2,780+36.9% | $7,107-46.4% | $3,740+1.8% |
| Admin fee / account holder | $8,436 | $4,426+90.6% | $5,158+63.5% | $5,306+59.0% |