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 | $96,100 | $101,069-4.9% | $81,478+17.9% | $147,584-34.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 17.72% | 32.40%-14.7pp | 38.78%-21.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $378 | $3,205-88.2% | $2,568-85.3% | $4,876-92.2% |
| Participant deferral / active EE | $5,785 | $4,242+36.4% | $3,537+63.6% | $5,439+6.4% |
| Admin fee / account holder | $7,639 | $5,812+31.4% | $4,561+67.5% | $10,885-29.8% |