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 | $106,300 | $85,022+25.0% | $70,515+50.7% | $139,434-23.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.50% | 30.38%-11.9pp | 32.77%-14.3pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,193 | $3,909-69.5% | $2,973-59.9% | $4,751-74.9% |
| Participant deferral / active EE | $2,129 | $5,890-63.8% | $4,567-53.4% | $6,710-68.3% |
| Admin fee / account holder | $3,451 | $8,906-61.2% | $6,412-46.2% | $11,403-69.7% |