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 | $106,147 | $60,349+75.9% | $74,183+43.1% | $62,891+68.8% |
| Participation rate | 95.1% | 72.7%+22.3pp | 76.6%+18.4pp | 69.3%+25.8pp |
| Annual return | 6.36% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,314 | $2,856+86.1% | $3,550+49.7% | $3,203+65.9% |
| Admin fee / account holder | $5,367 | $4,261+25.9% | $5,586-3.9% | $4,296+24.9% |