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 | $115,676 | $95,803+20.7% | $113,168+2.2% | $84,808+36.4% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 14.21% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,927 | $2,360-18.4% | $2,975-35.2% | $2,631-26.8% |
| Participant deferral / active EE | $2,474 | $4,242-41.7% | $5,107-51.6% | $4,212-41.3% |
| Admin fee / account holder | $18,024 | $8,989+100.5% | $12,068+49.4% | $7,344+145.4% |