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 | $118,429 | $123,793-4.3% | $177,821-33.4% | $79,858+48.3% |
| Participation rate | 90.2% | 84.7%+5.5pp | 87.7%+2.5pp | 69.6%+20.6pp |
| Annual return | 14.03% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,786 | $4,095-56.4% | $5,918-69.8% | $2,471-27.7% |
| Participant deferral / active EE | $5,984 | $5,956+0.5% | $7,714-22.4% | $3,740+60.0% |
| Admin fee / account holder | $11,197 | $7,243+54.6% | $12,427-9.9% | $5,306+111.0% |