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 | $81,091 | $65,365+24.1% | $92,893-12.7% | $72,985+11.1% |
| Participation rate | 95.0% | 68.3%+26.7pp | 76.0%+19.0pp | 69.5%+25.5pp |
| Annual return | 23.47% | 42.10%-18.6pp | 109.41%-85.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $979 | $2,594-62.2% | $3,653-73.2% | $2,440-59.9% |
| Participant deferral / active EE | $2,511 | $3,128-19.7% | $4,236-40.7% | $3,607-30.4% |
| Admin fee / account holder | $12,916 | $4,251+203.8% | $5,794+122.9% | $5,124+152.0% |