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 | $127,571 | $112,881+13.0% | $90,951+40.3% | $158,922-19.7% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 15.47% | 215.79%-200.3pp | 134.60%-119.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $514 | $2,893-82.2% | $2,122-75.8% | $4,761-89.2% |
| Participant deferral / active EE | $2,108 | $4,128-48.9% | $3,373-37.5% | $5,982-64.8% |
| Admin fee / account holder | $8,259 | $8,041+2.7% | $5,959+38.6% | $11,246-26.6% |