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 | $169,607 | $127,065+33.5% | $113,168+49.9% | $142,382+19.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.87% | 24.03%-9.2pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $909 | $3,442-73.6% | $2,975-69.4% | $4,299-78.9% |
| Participant deferral / active EE | $4,402 | $5,716-23.0% | $5,107-13.8% | $6,507-32.4% |
| Admin fee / account holder | $2,195 | $15,736-86.1% | $12,068-81.8% | $12,624-82.6% |