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 | $156,122 | $72,492+115.4% | $87,100+79.2% | $72,985+113.9% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 23.19% | 24.46%-1.3pp | 28.19%-5.0pp | 81.00%-57.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,314 | $3,270+62.5% | $4,049+31.3% | $3,607+47.3% |
| Admin fee / account holder | $10,422 | $5,055+106.2% | $7,497+39.0% | $5,124+103.4% |