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 | $103,102 | $127,065-18.9% | $113,168-8.9% | $142,382-27.6% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 11.63% | 24.03%-12.4pp | 24.27%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,620 | $3,442-23.9% | $2,975-11.9% | $4,299-39.1% |
| Participant deferral / active EE | $8,491 | $5,716+48.5% | $5,107+66.3% | $6,507+30.5% |
| Admin fee / account holder | $21,427 | $15,736+36.2% | $12,068+77.6% | $12,624+69.7% |