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 | $120,032 | $121,625-1.3% | $104,607+14.7% | $158,922-24.5% |
| Participation rate | 70.8% | 77.5%-6.7pp | 74.1%-3.2pp | 82.0%-11.1pp |
| Annual return | 13.59% | 465.26%-451.7pp | 340.46%-326.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $819 | $3,163-74.1% | $2,681-69.5% | $4,761-82.8% |
| Participant deferral / active EE | $1,517 | $4,177-63.7% | $3,740-59.4% | $5,982-74.6% |
| Admin fee / account holder | $1,249 | $7,787-84.0% | $6,473-80.7% | $11,246-88.9% |