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 | $57,694 | $76,367-24.5% | $93,606-38.4% | $72,985-21.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.56% | 25.82%-3.3pp | 32.76%-10.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $843 | $2,275-62.9% | $2,718-69.0% | $2,440-65.4% |
| Participant deferral / active EE | $4,928 | $3,538+39.3% | $4,069+21.1% | $3,607+36.6% |
| Admin fee / account holder | $2,025 | $6,838-70.4% | $7,888-74.3% | $5,124-60.5% |