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 | $130,051 | $89,753+44.9% | $107,525+21.0% | $84,808+53.3% |
| Participation rate | 89.0% | 68.1%+21.0pp | 75.1%+14.0pp | 68.3%+20.7pp |
| Annual return | 13.35% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,463 | $4,056+59.3% | $5,116+26.3% | $4,212+53.4% |
| Admin fee / account holder | $5,688 | $7,222-21.2% | $8,919-36.2% | $7,344-22.5% |