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 | $186,300 | $72,492+157.0% | $87,100+113.9% | $72,985+155.3% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 19.68% | 24.46%-4.8pp | 28.19%-8.5pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,304 | $3,270+31.6% | $4,049+6.3% | $3,607+19.3% |
| Admin fee / account holder | $16,583 | $5,055+228.1% | $7,497+121.2% | $5,124+223.6% |