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 9-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 | $90,483 | $79,449+13.9% | $189,557-52.3% | $85,850+5.4% |
| Participation rate | 75.3% | 66.0%+9.4pp | 78.4%-3.1pp | 69.3%+6.0pp |
| Annual return | 11.98% | 18.45%-6.5pp | 64.17%-52.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,187 | $4,051+3.4% | $6,174-32.2% | $3,952+6.0% |
| Admin fee / account holder | $1,550 | $5,377-71.2% | $9,807-84.2% | $6,260-75.2% |