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 | $168,530 | $91,190+84.8% | $178,490-5.6% | $79,858+111.0% |
| Participation rate | 95.1% | 69.2%+25.9pp | 81.9%+13.2pp | 69.6%+25.5pp |
| Annual return | 10.56% | 24.19%-13.6pp | 151.07%-140.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,734 | $3,236+139.0% | $5,202+48.7% | $3,740+106.8% |
| Admin fee / account holder | $7,768 | $6,751+15.1% | $13,984-44.4% | $5,306+46.4% |