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 | $131,717 | $71,050+85.4% | $93,606+40.7% | $80,856+62.9% |
| Participation rate | 82.8% | 60.4%+22.4pp | 68.7%+14.1pp | 67.6%+15.2pp |
| Annual return | 10.19% | 11.26%-1.1pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $785 | $1,564-49.8% | $2,420-67.6% | $2,755-71.5% |
| Participant deferral / active EE | $2,568 | $4,034-36.3% | $4,411-41.8% | $4,296-40.2% |
| Admin fee / account holder | $6,840 | $6,945-1.5% | $8,285-17.4% | $6,918-1.1% |