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 | $69,322 | $50,082+38.4% | $93,406-25.8% | $79,858-13.2% |
| Participation rate | 84.6% | 60.9%+23.7pp | 66.8%+17.8pp | 69.6%+15.0pp |
| Annual return | 16.29% | 24.59%-8.3pp | 78.05%-61.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $918 | $1,303-29.6% | $2,075-55.8% | $2,471-62.9% |
| Participant deferral / active EE | $4,435 | $2,212+100.5% | $3,126+41.9% | $3,740+18.6% |
| Admin fee / account holder | $3,475 | $3,454+0.6% | $5,230-33.6% | $5,306-34.5% |