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 | $118,495 | $63,764+85.8% | $81,930+44.6% | $79,858+48.4% |
| Participation rate | 80.4% | 67.5%+12.9pp | 72.0%+8.4pp | 69.6%+10.8pp |
| Annual return | 10.94% | 22.66%-11.7pp | 29.49%-18.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,085 | $2,780+154.8% | $7,107-0.3% | $3,740+89.4% |
| Admin fee / account holder | $11,093 | $4,426+150.6% | $5,158+115.1% | $5,306+109.1% |