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 | $203,235 | $107,452+89.1% | $91,541+122.0% | $142,382+42.7% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 9.85% | 22.06%-12.2pp | 20.50%-10.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,073 | $4,754-14.3% | $4,008+1.6% | $6,507-37.4% |
| Admin fee / account holder | $2,171 | $8,834-75.4% | $6,956-68.8% | $12,624-82.8% |