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 | $58,758 | $57,354+2.4% | $83,848-29.9% | $64,186-8.5% |
| Participation rate | 86.4% | 68.6%+17.8pp | 76.1%+10.2pp | 69.6%+16.8pp |
| Annual return | 6.64% | 11.38%-4.7pp | 850.88%-844.2pp | 7.63%-1.0pp |
| Employer contribution / active EE | $1,882 | $2,545-26.1% | $3,631-48.2% | $2,381-21.0% |
| Participant deferral / active EE | $3,227 | $2,993+7.8% | $4,082-20.9% | $3,470-7.0% |
| Admin fee / account holder | $1,345 | $4,046-66.8% | $5,478-75.4% | $4,888-72.5% |