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 | $96,597 | $99,985-3.4% | $146,665-34.1% | $85,850+12.5% |
| Participation rate | 78.4% | 73.1%+5.4pp | 80.1%-1.6pp | 69.3%+9.1pp |
| Annual return | 19.41% | 18.93%+0.5pp | 22.74%-3.3pp | 318.53%-299.1pp |
| Employer contribution / active EE | $718 | $2,559-72.0% | $4,136-82.7% | $2,565-72.0% |
| Participant deferral / active EE | $3,702 | $4,006-7.6% | $5,506-32.8% | $3,952-6.3% |
| Admin fee / account holder | $13,127 | $7,702+70.4% | $10,280+27.7% | $6,260+109.7% |