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 | $97,802 | $71,050+37.7% | $93,606+4.5% | $80,856+21.0% |
| Participation rate | 88.1% | 60.4%+27.7pp | 68.7%+19.4pp | 67.6%+20.5pp |
| Annual return | 14.06% | 11.26%+2.8pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,033 | $4,034+24.8% | $4,411+14.1% | $4,296+17.2% |
| Admin fee / account holder | $12,505 | $6,945+80.1% | $8,285+50.9% | $6,918+80.8% |