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 | $113,683 | $98,750+15.1% | $149,696-24.1% | $79,858+42.4% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.6pp |
| Annual return | 15.62% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,496 | $5,680+14.4% | $6,842-5.1% | $3,740+73.7% |
| Admin fee / account holder | $2,528 | $6,053-58.2% | $9,309-72.8% | $5,306-52.4% |