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 | $163,257 | $45,073+262.2% | $69,455+135.1% | $72,985+123.7% |
| Participation rate | 90.7% | 68.5%+22.2pp | 74.6%+16.1pp | 69.5%+21.2pp |
| Annual return | 20.94% | 22.65%-1.7pp | 28.97%-8.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,744 | $2,602+236.1% | $3,535+147.3% | $3,607+142.4% |
| Admin fee / account holder | $8,324 | $3,056+172.4% | $3,839+116.8% | $5,124+62.4% |