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 | $105,425 | $72,492+45.4% | $87,100+21.0% | $72,985+44.4% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.9%+14.9pp | 69.5%+22.3pp |
| Annual return | 23.35% | 24.46%-1.1pp | 28.19%-4.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $506 | $1,894-73.3% | $2,521-79.9% | $2,440-79.3% |
| Participant deferral / active EE | $4,107 | $3,270+25.6% | $4,049+1.4% | $3,607+13.9% |
| Admin fee / account holder | $2,177 | $5,055-56.9% | $7,497-71.0% | $5,124-57.5% |