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 | $94,351 | $95,416-1.1% | $185,823-49.2% | $85,850+9.9% |
| Participation rate | 86.4% | 68.8%+17.6pp | 81.7%+4.7pp | 69.3%+17.0pp |
| Annual return | 14.56% | 23.59%-9.0pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $909 | $3,314-72.6% | $5,167-82.4% | $2,565-64.6% |
| Participant deferral / active EE | $6,103 | $3,423+78.3% | $5,568+9.6% | $3,952+54.4% |
| Admin fee / account holder | $3,887 | $7,213-46.1% | $16,237-76.1% | $6,260-37.9% |