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 | $128,545 | $94,625+35.8% | $116,228+10.6% | $84,808+51.6% |
| Participation rate | 94.4% | 70.4%+24.0pp | 74.6%+19.9pp | 68.3%+26.1pp |
| Annual return | 12.24% | 20.40%-8.2pp | 90.06%-77.8pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,938 | $3,972+24.3% | $4,953-0.3% | $4,212+17.2% |
| Admin fee / account holder | $26,784 | $10,091+165.4% | $11,989+123.4% | $7,344+264.7% |