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 | $65,112 | $80,673-19.3% | $101,326-35.7% | $84,808-23.2% |
| Participation rate | 73.3% | 77.8%-4.4pp | 81.5%-8.2pp | 68.3%+5.0pp |
| Annual return | 14.94% | 38.95%-24.0pp | 36.82%-21.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,256 | $2,698-16.4% | $3,665-38.4% | $2,631-14.2% |
| Participant deferral / active EE | $4,492 | $6,840-34.3% | $7,994-43.8% | $4,212+6.7% |
| Admin fee / account holder | $20,499 | $12,784+60.3% | $11,185+83.3% | $7,344+179.1% |