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 | $57,024 | $84,233-32.3% | $170,442-66.5% | $70,131-18.7% |
| Participation rate | 81.1% | 70.8%+10.3pp | 83.6%-2.5pp | 69.5%+11.6pp |
| Annual return | 14.41% | 23.06%-8.7pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,998 | $3,387-41.0% | $5,433-63.2% | $2,342-14.7% |
| Participant deferral / active EE | $5,026 | $3,086+62.9% | $4,939+1.7% | $3,332+50.8% |
| Admin fee / account holder | $11,665 | $5,698+104.7% | $13,880-16.0% | $4,645+151.1% |