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 | $104,747 | $89,753+16.7% | $107,525-2.6% | $84,808+23.5% |
| Participation rate | 85.4% | 68.1%+17.4pp | 75.1%+10.3pp | 68.3%+17.1pp |
| Annual return | 13.94% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $859 | $3,113-72.4% | $3,754-77.1% | $2,631-67.4% |
| Participant deferral / active EE | $5,919 | $4,056+45.9% | $5,116+15.7% | $4,212+40.6% |
| Admin fee / account holder | $3,490 | $7,222-51.7% | $8,919-60.9% | $7,344-52.5% |