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 | $101,740 | $67,411+50.9% | $91,001+11.8% | $70,131+45.1% |
| Participation rate | 82.4% | 71.4%+11.1pp | 75.6%+6.8pp | 69.5%+12.9pp |
| Annual return | 16.15% | -40.16%+56.3pp | 4.60%+11.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $580 | $1,786-67.5% | $2,456-76.4% | $2,342-75.2% |
| Participant deferral / active EE | $2,387 | $2,823-15.4% | $3,547-32.7% | $3,332-28.4% |
| Admin fee / account holder | $13,084 | $4,236+208.9% | $5,417+141.5% | $4,645+181.7% |