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 | $101,999 | $95,803+6.5% | $113,168-9.9% | $84,808+20.3% |
| Participation rate | 85.5% | 72.9%+12.6pp | 76.6%+8.9pp | 68.3%+17.2pp |
| Annual return | 17.68% | 25.00%-7.3pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,317 | $2,360-44.2% | $2,975-55.7% | $2,631-49.9% |
| Participant deferral / active EE | $4,967 | $4,242+17.1% | $5,107-2.7% | $4,212+17.9% |
| Admin fee / account holder | $2,603 | $8,989-71.0% | $12,068-78.4% | $7,344-64.6% |