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 4-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 | $57,237 | $106,749-46.4% | $145,433-60.6% | $82,448-30.6% |
| Participation rate | 76.5% | 75.6%+0.8pp | 82.1%-5.6pp | 68.1%+8.4pp |
| Annual return | 23.68% | 27.59%-3.9pp | 66.58%-42.9pp | 41.64%-18.0pp |
| Employer contribution / active EE | $955 | $3,444-72.3% | $4,554-79.0% | $2,551-62.5% |
| Participant deferral / active EE | $5,180 | $6,519-20.5% | $7,897-34.4% | $4,139+25.1% |
| Admin fee / account holder | $3,276 | $8,390-61.0% | $13,129-75.1% | $7,234-54.7% |