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 | $105,224 | $94,625+11.2% | $116,228-9.5% | $84,808+24.1% |
| Participation rate | 70.4% | 70.4%-0.1pp | 74.6%-4.2pp | 68.3%+2.1pp |
| Annual return | 13.51% | 20.40%-6.9pp | 90.06%-76.5pp | 40.90%-27.4pp |
| Employer contribution / active EE | $662 | $2,347-71.8% | $2,994-77.9% | $2,631-74.8% |
| Participant deferral / active EE | $4,392 | $3,972+10.6% | $4,953-11.3% | $4,212+4.3% |
| Admin fee / account holder | $15,773 | $10,091+56.3% | $11,989+31.6% | $7,344+114.8% |