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 | $170,241 | $101,724+67.4% | $164,813+3.3% | $80,856+110.5% |
| Participation rate | 80.3% | 71.8%+8.5pp | 78.6%+1.7pp | 67.6%+12.7pp |
| Annual return | 11.74% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,420 | $4,477+21.1% | $6,031-10.1% | $4,296+26.2% |
| Admin fee / account holder | $2,170 | $8,227-73.6% | $12,690-82.9% | $6,918-68.6% |