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 | $91,280 | $65,561+39.2% | $86,188+5.9% | $75,163+21.4% |
| Participation rate | 92.8% | 60.5%+32.3pp | 69.0%+23.8pp | 67.2%+25.6pp |
| Annual return | 14.20% | 46.05%-31.9pp | 1168.45%-1154.3pp | 160.62%-146.4pp |
| Employer contribution / active EE | $872 | $1,553-43.9% | $2,380-63.4% | $2,670-67.4% |
| Participant deferral / active EE | $2,064 | $3,024-31.7% | $3,985-48.2% | $4,125-50.0% |
| Admin fee / account holder | $4,927 | $5,474-10.0% | $6,852-28.1% | $5,651-12.8% |