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 | $63,437 | $47,848+32.6% | $81,478-22.1% | $70,131-9.5% |
| Participation rate | 79.5% | 58.3%+21.2pp | 68.0%+11.5pp | 69.5%+9.9pp |
| Annual return | 16.72% | 27.25%-10.5pp | 38.78%-22.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,400 | $1,527-8.3% | $2,568-45.5% | $2,342-40.2% |
| Participant deferral / active EE | $5,449 | $2,453+122.1% | $3,537+54.1% | $3,332+63.6% |
| Admin fee / account holder | $452 | $3,145-85.6% | $4,561-90.1% | $4,645-90.3% |