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 | $73,319 | $91,190-19.6% | $178,490-58.9% | $79,858-8.2% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 12.92% | 24.19%-11.3pp | 151.07%-138.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,606 | $3,256-20.0% | $5,011-48.0% | $2,471+5.5% |
| Participant deferral / active EE | $4,460 | $3,236+37.8% | $5,202-14.3% | $3,740+19.3% |
| Admin fee / account holder | $1,960 | $6,751-71.0% | $13,984-86.0% | $5,306-63.1% |