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 | $77,308 | $65,409+18.2% | $98,442-21.5% | $85,850-9.9% |
| Participation rate | 90.0% | 65.0%+25.0pp | 73.3%+16.7pp | 69.3%+20.7pp |
| Annual return | 18.84% | 21.76%-2.9pp | 1492.73%-1473.9pp | 318.53%-299.7pp |
| Employer contribution / active EE | $556 | $2,168-74.4% | $2,960-81.2% | $2,565-78.3% |
| Participant deferral / active EE | $3,179 | $3,166+0.4% | $4,276-25.7% | $3,952-19.5% |
| Admin fee / account holder | $2,863 | $4,593-37.7% | $5,949-51.9% | $6,260-54.3% |