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 | $97,062 | $61,605+57.6% | $112,229-13.5% | $75,163+29.1% |
| Participation rate | 84.4% | 61.7%+22.7pp | 72.4%+11.9pp | 67.2%+17.2pp |
| Annual return | 18.30% | 28.47%-10.2pp | 30.20%-11.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,418 | $3,108+106.5% | $4,798+33.8% | $4,125+55.6% |
| Admin fee / account holder | $1,346 | $4,862-72.3% | $7,748-82.6% | $5,651-76.2% |