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 | $68,019 | $48,076+41.5% | $78,689-13.6% | $62,891+8.2% |
| Participation rate | 77.8% | 65.2%+12.6pp | 73.6%+4.2pp | 69.3%+8.5pp |
| Annual return | 6.09% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $738 | $2,015-63.4% | $2,851-74.1% | $2,281-67.6% |
| Participant deferral / active EE | $2,410 | $2,588-6.9% | $3,517-31.5% | $3,203-24.8% |
| Admin fee / account holder | $2,618 | $3,207-18.4% | $4,510-42.0% | $4,296-39.1% |