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 | $96,425 | $102,317-5.8% | $146,958-34.4% | $80,856+19.3% |
| Participation rate | 93.2% | 75.8%+17.3pp | 82.2%+11.0pp | 67.6%+25.5pp |
| Annual return | 15.32% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,459 | $3,713-33.8% | $4,933-50.2% | $2,755-10.7% |
| Participant deferral / active EE | $4,850 | $6,644-27.0% | $8,070-39.9% | $4,296+12.9% |
| Admin fee / account holder | $542 | $7,941-93.2% | $12,998-95.8% | $6,918-92.2% |