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 | $83,770 | $53,822+55.6% | $75,696+10.7% | $85,850-2.4% |
| Participation rate | 94.3% | 69.1%+25.3pp | 74.8%+19.5pp | 69.3%+25.0pp |
| Annual return | 21.80% | 24.54%-2.7pp | 104.53%-82.7pp | 318.53%-296.7pp |
| Employer contribution / active EE | $427 | $2,017-78.8% | $2,743-84.4% | $2,565-83.3% |
| Participant deferral / active EE | $2,679 | $2,895-7.4% | $3,821-29.9% | $3,952-32.2% |
| Admin fee / account holder | $3,542 | $3,343+6.0% | $3,619-2.1% | $6,260-43.4% |