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 | $100,147 | $127,065-21.2% | $113,168-11.5% | $142,382-29.7% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 14.37% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,028 | $3,442+75.1% | $2,975+102.6% | $4,299+40.2% |
| Participant deferral / active EE | $17,261 | $5,716+202.0% | $5,107+238.0% | $6,507+165.3% |
| Admin fee / account holder | $34,624 | $15,736+120.0% | $12,068+186.9% | $12,624+174.3% |