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 | $104,524 | $71,050+47.1% | $93,606+11.7% | $80,856+29.3% |
| Participation rate | 85.4% | 60.4%+25.0pp | 68.7%+16.6pp | 67.6%+17.7pp |
| Annual return | 13.55% | 11.26%+2.3pp | 133.20%-119.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $554 | $1,564-64.6% | $2,420-77.1% | $2,755-79.9% |
| Participant deferral / active EE | $3,941 | $4,034-2.3% | $4,411-10.7% | $4,296-8.3% |
| Admin fee / account holder | $15,909 | $6,945+129.1% | $8,285+92.0% | $6,918+130.0% |