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 | $79,327 | $103,376-23.3% | $87,100-8.9% | $152,861-48.1% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 18.91% | 28.10%-9.2pp | 28.19%-9.3pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,567 | $3,220-20.3% | $2,521+1.8% | $4,762-46.1% |
| Participant deferral / active EE | $4,499 | $4,778-5.8% | $4,049+11.1% | $5,850-23.1% |
| Admin fee / account holder | $1,243 | $12,205-89.8% | $7,497-83.4% | $11,596-89.3% |