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 | $129,482 | $89,355+44.9% | $141,162-8.3% | $72,985+77.4% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 19.69% | 111.85%-92.2pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,915 | $3,114-6.4% | $4,735-38.4% | $2,440+19.5% |
| Participant deferral / active EE | $9,605 | $5,418+77.3% | $6,709+43.2% | $3,607+166.3% |
| Admin fee / account holder | $27,235 | $5,958+357.1% | $10,261+165.4% | $5,124+431.5% |