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 | $98,580 | $48,046+105.2% | $84,611+16.5% | $72,985+35.1% |
| Participation rate | 70.6% | 57.6%+13.0pp | 68.2%+2.4pp | 69.5%+1.1pp |
| Annual return | 23.55% | 37.38%-13.8pp | 258.74%-235.2pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,498 | $2,680+105.1% | $3,899+41.0% | $3,607+52.4% |
| Admin fee / account holder | $2,959 | $3,395-12.8% | $4,912-39.8% | $5,124-42.2% |