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 | $101,898 | $40,256+153.1% | $57,343+77.7% | $59,632+70.9% |
| Participation rate | 85.9% | 69.2%+16.7pp | 75.1%+10.8pp | 68.7%+17.2pp |
| Annual return | 1.86% | 27.49%-25.6pp | 24.39%-22.5pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $1,619 | $1,922-15.8% | $2,689-39.8% | $2,203-26.5% |
| Participant deferral / active EE | $1,986 | $2,399-17.2% | $3,162-37.2% | $3,192-37.8% |
| Admin fee / account holder | $8,084 | $2,818+186.9% | $3,356+140.9% | $4,297+88.1% |