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 | $117,405 | $86,929+35.1% | $102,423+14.6% | $80,856+45.2% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.4pp |
| Annual return | 10.42% | 18.88%-8.5pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $789 | $2,369-66.7% | $3,023-73.9% | $2,755-71.3% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $20,089 | $8,049+149.6% | $9,451+112.6% | $6,918+190.4% |