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 | $141,800 | $86,929+63.1% | $102,423+38.4% | $80,856+75.4% |
| Participation rate | 87.0% | 72.4%+14.6pp | 76.5%+10.5pp | 67.6%+19.3pp |
| Annual return | 14.68% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,127 | $4,118+48.8% | $5,053+21.2% | $4,296+42.6% |
| Admin fee / account holder | $42,857 | $8,049+432.5% | $9,451+353.5% | $6,918+519.5% |