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 | $202,307 | $123,793+63.4% | $177,821+13.8% | $79,858+153.3% |
| Participation rate | 97.5% | 84.7%+12.8pp | 87.7%+9.7pp | 69.6%+27.8pp |
| Annual return | 19.54% | 22.82%-3.3pp | 48.32%-28.8pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $14,627 | $5,956+145.6% | $7,714+89.6% | $3,740+291.1% |
| Admin fee / account holder | $8,561 | $7,243+18.2% | $12,427-31.1% | $5,306+61.3% |