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 | $120,033 | $81,460+47.4% | $103,333+16.2% | $80,856+48.5% |
| Participation rate | 93.0% | 66.8%+26.2pp | 74.5%+18.5pp | 67.6%+25.4pp |
| Annual return | 18.05% | 25.55%-7.5pp | 24.88%-6.8pp | 35.59%-17.5pp |
| Employer contribution / active EE | $897 | $3,105-71.1% | $3,868-76.8% | $2,755-67.4% |
| Participant deferral / active EE | $5,718 | $3,869+47.8% | $5,057+13.1% | $4,296+33.1% |
| Admin fee / account holder | $11,302 | $6,566+72.1% | $8,355+35.3% | $6,918+63.4% |