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 | $67,368 | $66,310+1.6% | $93,606-28.0% | $65,185+3.3% |
| Participation rate | 83.0% | 74.0%+9.0pp | 75.8%+7.2pp | 70.2%+12.8pp |
| Annual return | 19.11% | 42.58%-23.5pp | 32.76%-13.6pp | 29.38%-10.3pp |
| Employer contribution / active EE | $607 | $2,012-69.8% | $2,718-77.7% | $2,177-72.1% |
| Participant deferral / active EE | $1,884 | $3,342-43.6% | $4,069-53.7% | $3,514-46.4% |
| Admin fee / account holder | $3,371 | $6,897-51.1% | $7,888-57.3% | $847+297.9% |