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 | $92,262 | $81,460+13.3% | $103,333-10.7% | $80,856+14.1% |
| Participation rate | 98.0% | 66.8%+31.2pp | 74.5%+23.5pp | 67.6%+30.4pp |
| Annual return | 12.03% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,990 | $3,105+28.5% | $3,868+3.1% | $2,755+44.8% |
| Participant deferral / active EE | $5,848 | $3,869+51.2% | $5,057+15.6% | $4,296+36.1% |
| Admin fee / account holder | $26,141 | $6,566+298.1% | $8,355+212.9% | $6,918+277.9% |