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 | $101,819 | $78,705+29.4% | $117,854-13.6% | $70,131+45.2% |
| Participation rate | 88.8% | 73.2%+15.6pp | 79.7%+9.1pp | 69.5%+19.2pp |
| Annual return | 15.57% | 23.30%-7.7pp | 335.08%-319.5pp | 73.14%-57.6pp |
| Employer contribution / active EE | $614 | $2,223-72.4% | $3,786-83.8% | $2,342-73.8% |
| Participant deferral / active EE | $4,322 | $3,297+31.1% | $4,482-3.6% | $3,332+29.7% |
| Admin fee / account holder | $1,721 | $5,065-66.0% | $8,020-78.5% | $4,645-63.0% |