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 | $125,284 | $71,050+76.3% | $93,606+33.8% | $80,856+54.9% |
| Participation rate | 88.9% | 60.4%+28.5pp | 68.7%+20.2pp | 67.6%+21.3pp |
| Annual return | 10.64% | 11.26%-0.6pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $918 | $1,564-41.3% | $2,420-62.0% | $2,755-66.7% |
| Participant deferral / active EE | $1,986 | $4,034-50.8% | $4,411-55.0% | $4,296-53.8% |
| Admin fee / account holder | $17,173 | $6,945+147.3% | $8,285+107.3% | $6,918+148.2% |