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 | $113,420 | $76,367+48.5% | $93,606+21.2% | $72,985+55.4% |
| Participation rate | 93.0% | 71.7%+21.3pp | 75.8%+17.2pp | 69.5%+23.5pp |
| Annual return | 20.26% | 25.82%-5.6pp | 32.76%-12.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,066 | $3,538-41.6% | $4,069-49.2% | $3,607-42.7% |
| Admin fee / account holder | $6,801 | $6,838-0.5% | $7,888-13.8% | $5,124+32.7% |