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 | $61,905 | $88,672-30.2% | $105,223-41.2% | $82,448-24.9% |
| Participation rate | 72.5% | 67.9%+4.6pp | 75.0%-2.5pp | 68.1%+4.4pp |
| Annual return | 17.46% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,998 | $3,048-34.4% | $3,689-45.8% | $2,551-21.7% |
| Participant deferral / active EE | $6,228 | $4,036+54.3% | $5,072+22.8% | $4,139+50.5% |
| Admin fee / account holder | $7,768 | $7,146+8.7% | $8,859-12.3% | $7,234+7.4% |