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 | $102,305 | $49,177+108.0% | $79,464+28.7% | $64,186+59.4% |
| Participation rate | 86.7% | 65.0%+21.6pp | 73.3%+13.3pp | 69.6%+17.1pp |
| Annual return | 6.53% | -1.16%+7.7pp | 718.14%-711.6pp | 7.63%-1.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $949 | $3,839-75.3% | $5,113-81.4% | $4,888-80.6% |