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 | $56,376 | $91,190-38.2% | $178,490-68.4% | $79,858-29.4% |
| Participation rate | 80.6% | 69.2%+11.4pp | 81.9%-1.4pp | 69.6%+10.9pp |
| Annual return | 17.64% | 24.19%-6.6pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $448 | $3,256-86.2% | $5,011-91.1% | $2,471-81.9% |
| Participant deferral / active EE | $1,793 | $3,236-44.6% | $5,202-65.5% | $3,740-52.1% |
| Admin fee / account holder | $8,602 | $6,751+27.4% | $13,984-38.5% | $5,306+62.1% |