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 | $119,999 | $95,803+25.3% | $113,168+6.0% | $84,808+41.5% |
| Participation rate | 91.2% | 72.9%+18.3pp | 76.6%+14.6pp | 68.3%+22.9pp |
| Annual return | 14.42% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $840 | $2,360-64.4% | $2,975-71.8% | $2,631-68.1% |
| Participant deferral / active EE | $3,952 | $4,242-6.8% | $5,107-22.6% | $4,212-6.2% |
| Admin fee / account holder | $3,226 | $8,989-64.1% | $12,068-73.3% | $7,344-56.1% |