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 | $118,050 | $95,803+23.2% | $113,168+4.3% | $84,808+39.2% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 17.39% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,006 | $2,360-15.0% | $2,975-32.6% | $2,631-23.8% |
| Participant deferral / active EE | $2,886 | $4,242-32.0% | $5,107-43.5% | $4,212-31.5% |
| Admin fee / account holder | $29,230 | $8,989+225.2% | $12,068+142.2% | $7,344+298.0% |