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 | $90,011 | $53,777+67.4% | $134,143-32.9% | $79,858+12.7% |
| Participation rate | 86.2% | 58.8%+27.4pp | 72.2%+14.0pp | 69.6%+16.6pp |
| Annual return | 16.33% | 19.01%-2.7pp | 36.33%-20.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,661 | $1,321+25.7% | $3,704-55.2% | $2,471-32.8% |
| Participant deferral / active EE | $2,937 | $2,420+21.4% | $3,499-16.1% | $3,740-21.5% |
| Admin fee / account holder | $4,891 | $3,984+22.8% | $6,684-26.8% | $5,306-7.8% |