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 | $115,318 | $95,803+20.4% | $113,168+1.9% | $84,808+36.0% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 13.99% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,888 | $2,360-20.0% | $2,975-36.6% | $2,631-28.3% |
| Participant deferral / active EE | $5,522 | $4,242+30.2% | $5,107+8.1% | $4,212+31.1% |
| Admin fee / account holder | $55,256 | $8,989+514.7% | $12,068+357.9% | $7,344+652.4% |