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 | $103,403 | $40,256+156.9% | $57,343+80.3% | $59,632+73.4% |
| Participation rate | 78.1% | 69.2%+8.9pp | 75.1%+3.0pp | 68.7%+9.5pp |
| Annual return | 1.48% | 27.49%-26.0pp | 24.39%-22.9pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,291 | $2,399+203.9% | $3,162+130.6% | $3,192+128.5% |
| Admin fee / account holder | $6,903 | $2,818+145.0% | $3,356+105.7% | $4,297+60.7% |