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 | $54,005 | $46,553+16.0% | $64,056-15.7% | $75,163-28.2% |
| Participation rate | 84.1% | 65.9%+18.2pp | 72.3%+11.8pp | 67.2%+16.9pp |
| Annual return | 17.89% | 26.03%-8.1pp | 33.69%-15.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $809 | $1,974-59.0% | $2,747-70.5% | $2,670-69.7% |
| Participant deferral / active EE | $3,015 | $2,837+6.3% | $3,880-22.3% | $4,125-26.9% |
| Admin fee / account holder | $3,986 | $2,952+35.0% | $3,068+29.9% | $5,651-29.5% |