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 | $109,295 | $65,041+68.0% | $90,951+20.2% | $79,858+36.9% |
| Participation rate | 89.5% | 61.6%+27.9pp | 69.0%+20.5pp | 69.6%+19.8pp |
| Annual return | 21.89% | 30.45%-8.6pp | 134.60%-112.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,427 | $2,512+76.3% | $3,373+31.3% | $3,740+18.4% |
| Admin fee / account holder | $2,749 | $4,536-39.4% | $5,959-53.9% | $5,306-48.2% |