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 | $69,732 | $78,705-11.4% | $117,854-40.8% | $70,131-0.6% |
| Participation rate | 90.5% | 73.2%+17.3pp | 79.7%+10.8pp | 69.5%+20.9pp |
| Annual return | 14.62% | 23.30%-8.7pp | 335.08%-320.5pp | 73.14%-58.5pp |
| Employer contribution / active EE | $776 | $2,223-65.1% | $3,786-79.5% | $2,342-66.9% |
| Participant deferral / active EE | $2,991 | $3,297-9.3% | $4,482-33.3% | $3,332-10.2% |
| Admin fee / account holder | $1,305 | $5,065-74.2% | $8,020-83.7% | $4,645-71.9% |