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 | $52,367 | $87,037-39.8% | $106,201-50.7% | $80,874-35.2% |
| Participation rate | 96.3% | 70.4%+25.8pp | 75.3%+21.0pp | 67.6%+28.6pp |
| Annual return | 10.27% | 17.05%-6.8pp | 116.26%-106.0pp | 35.62%-25.4pp |
| Employer contribution / active EE | $7,407 | $2,396+209.1% | $3,170+133.7% | $2,756+168.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,099 | $8,434-15.8% | $11,039-35.7% | $6,935+2.4% |