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 | $120,604 | $133,922-9.9% | $116,228+3.8% | $142,382-15.3% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.6%+4.0pp | 80.1%-1.5pp |
| Annual return | 17.45% | 147.76%-130.3pp | 90.06%-72.6pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,538 | $3,446-55.4% | $2,994-48.6% | $4,299-64.2% |
| Participant deferral / active EE | $3,386 | $5,672-40.3% | $4,953-31.6% | $6,507-48.0% |
| Admin fee / account holder | $2,756 | $14,945-81.6% | $11,989-77.0% | $12,624-78.2% |