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 | $106,410 | $53,127+100.3% | $86,590+22.9% | $70,131+51.7% |
| Participation rate | 80.4% | 65.3%+15.0pp | 73.5%+6.8pp | 69.5%+10.8pp |
| Annual return | 17.09% | 27.66%-10.6pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $778 | $2,068-62.4% | $2,839-72.6% | $2,342-66.8% |
| Participant deferral / active EE | $7,335 | $2,696+172.1% | $3,609+103.3% | $3,332+120.2% |
| Admin fee / account holder | $2,370 | $3,585-33.9% | $4,906-51.7% | $4,645-49.0% |