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 | $93,686 | $70,428+33.0% | $96,562-3.0% | $85,850+9.1% |
| Participation rate | 70.3% | 61.8%+8.5pp | 69.8%+0.5pp | 69.3%+1.0pp |
| Annual return | 33.18% | 18.59%+14.6pp | 37.78%-4.6pp | 318.53%-285.4pp |
| Employer contribution / active EE | $617 | $1,413-56.3% | $2,356-73.8% | $2,565-75.9% |
| Participant deferral / active EE | $2,102 | $2,894-27.4% | $3,849-45.4% | $3,952-46.8% |
| Admin fee / account holder | $2,352 | $4,997-52.9% | $6,181-61.9% | $6,260-62.4% |