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 | $104,829 | $76,367+37.3% | $93,606+12.0% | $72,985+43.6% |
| Participation rate | 91.4% | 71.7%+19.7pp | 75.8%+15.6pp | 69.5%+21.9pp |
| Annual return | 19.09% | 25.82%-6.7pp | 32.76%-13.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $974 | $2,275-57.2% | $2,718-64.2% | $2,440-60.1% |
| Participant deferral / active EE | $3,322 | $3,538-6.1% | $4,069-18.3% | $3,607-7.9% |
| Admin fee / account holder | $15,639 | $6,838+128.7% | $7,888+98.3% | $5,124+205.2% |