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 | $61,540 | $57,976+6.1% | $62,995-2.3% | $62,292-1.2% |
| Participation rate | 71.7% | 75.9%-4.2pp | 74.8%-3.1pp | 69.5%+2.2pp |
| Annual return | 17.02% | 17.54%-0.5pp | 87.57%-70.5pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,351 | $2,415-44.0% | $2,759-51.0% | $2,042-33.8% |
| Participant deferral / active EE | $2,083 | $2,956-29.5% | $3,329-37.4% | $3,169-34.3% |
| Admin fee / account holder | $775 | $276+181.1% | $3,600-78.5% | $479+61.7% |