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 | $61,428 | $41,377+48.5% | $109,313-43.8% | $62,891-2.3% |
| Participation rate | 78.1% | 57.5%+20.6pp | 71.3%+6.9pp | 69.3%+8.8pp |
| Annual return | 6.46% | 11.05%-4.6pp | 22.07%-15.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $575 | $1,276-54.9% | $3,892-85.2% | $2,281-74.8% |
| Participant deferral / active EE | $2,426 | $2,045+18.6% | $3,166-23.4% | $3,203-24.3% |
| Admin fee / account holder | $13,196 | $2,884+357.6% | $5,666+132.9% | $4,296+207.2% |