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 | $79,416 | $89,355-11.1% | $141,162-43.7% | $72,985+8.8% |
| Participation rate | 93.7% | 75.1%+18.6pp | 82.5%+11.2pp | 69.5%+24.2pp |
| Annual return | 24.32% | 111.85%-87.5pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $833 | $3,114-73.3% | $4,735-82.4% | $2,440-65.9% |
| Participant deferral / active EE | $6,303 | $5,418+16.3% | $6,709-6.1% | $3,607+74.7% |
| Admin fee / account holder | $1,527 | $5,958-74.4% | $10,261-85.1% | $5,124-70.2% |