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 | $104,541 | $67,606+54.6% | $82,313+27.0% | $70,131+49.1% |
| Participation rate | 74.4% | 72.8%+1.6pp | 76.9%-2.5pp | 69.5%+4.8pp |
| Annual return | 17.55% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,461 | $2,987+116.3% | $3,706+74.3% | $3,332+93.9% |
| Admin fee / account holder | $15,776 | $4,512+249.6% | $5,608+181.3% | $4,645+239.6% |