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 | $151,045 | $86,286+75.1% | $111,297+35.7% | $85,850+75.9% |
| Participation rate | 75.0% | 73.3%+1.7pp | 77.3%-2.3pp | 69.3%+5.7pp |
| Annual return | 12.88% | 19.99%-7.1pp | 54.65%-41.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,889 | $3,641-20.6% | $4,487-35.6% | $3,952-26.9% |
| Admin fee / account holder | $3,155 | $8,188-61.5% | $7,964-60.4% | $6,260-49.6% |