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 | $58,407 | $66,098-11.6% | $101,794-42.6% | $74,304-21.4% |
| Participation rate | 90.4% | 53.8%+36.7pp | 69.2%+21.3pp | 60.3%+30.1pp |
| Annual return | 20.36% | 19.59%+0.8pp | 30.53%-10.2pp | 29.43%-9.1pp |
| Employer contribution / active EE | $2,628 | $1,082+143.0% | $2,289+14.8% | $2,241+17.3% |
| Participant deferral / active EE | $5,355 | $2,781+92.6% | $4,084+31.1% | $3,767+42.2% |
| Admin fee / account holder | $8,888 | $4,146+114.4% | $8,777+1.3% | $2,969+199.4% |