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 | $57,315 | $56,897+0.7% | $84,750-32.4% | $62,891-8.9% |
| Participation rate | 90.6% | 68.5%+22.0pp | 76.6%+14.0pp | 69.3%+21.3pp |
| Annual return | 7.95% | 6.30%+1.6pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $8,091 | $2,400+237.2% | $3,574+126.4% | $2,281+254.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,416 | $3,581-32.5% | $5,332-54.7% | $4,296-43.7% |