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 | $146,983 | $99,032+48.4% | $80,019+83.7% | $135,375+8.6% |
| Participation rate | 84.6% | 78.4%+6.3pp | 75.8%+8.8pp | 82.6%+2.0pp |
| Annual return | -0.67% | 15.39%-16.1pp | 11.22%-11.9pp | 519.73%-520.4pp |
| Employer contribution / active EE | $788 | $3,043-74.1% | $2,468-68.1% | $4,779-83.5% |
| Participant deferral / active EE | $3,558 | $4,282-16.9% | $3,686-3.5% | $5,609-36.6% |
| Admin fee / account holder | $4,273 | $10,436-59.1% | $6,521-34.5% | $10,827-60.5% |