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 | $127,543 | $95,803+33.1% | $113,168+12.7% | $84,808+50.4% |
| Participation rate | 98.6% | 72.9%+25.7pp | 76.6%+22.0pp | 68.3%+30.3pp |
| Annual return | 13.40% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $833 | $2,360-64.7% | $2,975-72.0% | $2,631-68.3% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,984 | $8,989-11.2% | $12,068-33.8% | $7,344+8.7% |