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 | $93,421 | $80,968+15.4% | $96,544-3.2% | $75,163+24.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.70% | 27.06%-12.4pp | 25.84%-11.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $903 | $2,282-60.4% | $2,965-69.6% | $2,670-66.2% |
| Participant deferral / active EE | $6,064 | $3,928+54.4% | $4,851+25.0% | $4,125+47.0% |
| Admin fee / account holder | $2,231 | $6,724-66.8% | $8,252-73.0% | $5,651-60.5% |