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 | $75,535 | $67,331+12.2% | $60,874+24.1% | $134,475-43.8% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.1%+17.4pp | 81.2%+9.3pp |
| Annual return | 4.56% | 49.93%-45.4pp | 16.90%-12.3pp | 417.96%-413.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,655 | $4,538-41.5% | $3,817-30.4% | $6,400-58.5% |
| Admin fee / account holder | $12,044 | $4,582+162.8% | $3,224+273.5% | $11,426+5.4% |