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 | $65,608 | $52,279+25.5% | $89,391-26.6% | $79,858-17.8% |
| Participation rate | 78.6% | 57.5%+21.0pp | 68.0%+10.6pp | 69.6%+8.9pp |
| Annual return | 19.69% | 22.16%-2.5pp | 245.62%-225.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $424 | $1,572-73.0% | $2,586-83.6% | $2,471-82.9% |
| Participant deferral / active EE | $2,346 | $2,740-14.4% | $3,890-39.7% | $3,740-37.3% |
| Admin fee / account holder | $3,341 | $3,356-0.4% | $4,881-31.5% | $5,306-37.0% |