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 | $57,800 | $91,190-36.6% | $178,490-67.6% | $79,858-27.6% |
| Participation rate | 77.5% | 69.2%+8.3pp | 81.9%-4.4pp | 69.6%+7.9pp |
| Annual return | 13.24% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $875 | $3,256-73.1% | $5,011-82.5% | $2,471-64.6% |
| Participant deferral / active EE | $3,936 | $3,236+21.6% | $5,202-24.3% | $3,740+5.2% |
| Admin fee / account holder | $8,436 | $6,751+25.0% | $13,984-39.7% | $5,306+59.0% |