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 | $134,256 | $109,413+22.7% | $156,263-14.1% | $84,808+58.3% |
| Participation rate | 82.0% | 72.7%+9.3pp | 78.9%+3.1pp | 68.3%+13.7pp |
| Annual return | 15.55% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,301 | $4,590-28.1% | $6,158-46.4% | $4,212-21.6% |
| Admin fee / account holder | $3,340 | $9,357-64.3% | $14,255-76.6% | $7,344-54.5% |