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 | $104,092 | $86,286+20.6% | $111,297-6.5% | $85,850+21.2% |
| Participation rate | 70.6% | 73.3%-2.7pp | 77.3%-6.7pp | 69.3%+1.3pp |
| Annual return | 12.02% | 19.99%-8.0pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $598 | $2,043-70.7% | $2,731-78.1% | $2,565-76.7% |
| Participant deferral / active EE | $2,596 | $3,641-28.7% | $4,487-42.1% | $3,952-34.3% |
| Admin fee / account holder | $15,091 | $8,188+84.3% | $7,964+89.5% | $6,260+141.1% |