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 | $110,357 | $94,625+16.6% | $116,228-5.1% | $84,808+30.1% |
| Participation rate | 78.3% | 70.4%+7.8pp | 74.6%+3.7pp | 68.3%+9.9pp |
| Annual return | 13.12% | 20.40%-7.3pp | 90.06%-76.9pp | 40.90%-27.8pp |
| Employer contribution / active EE | $881 | $2,347-62.5% | $2,994-70.6% | $2,631-66.5% |
| Participant deferral / active EE | $3,671 | $3,972-7.6% | $4,953-25.9% | $4,212-12.8% |
| Admin fee / account holder | $13,742 | $10,091+36.2% | $11,989+14.6% | $7,344+87.1% |