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 | $91,076 | $89,355+1.9% | $141,162-35.5% | $72,985+24.8% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 22.31% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $622 | $3,114-80.0% | $4,735-86.9% | $2,440-74.5% |
| Participant deferral / active EE | $3,365 | $5,418-37.9% | $6,709-49.8% | $3,607-6.7% |
| Admin fee / account holder | $17,035 | $5,958+185.9% | $10,261+66.0% | $5,124+232.4% |