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 | $133,455 | $108,825+22.6% | $156,181-14.6% | $82,448+61.9% |
| Participation rate | 95.3% | 72.4%+23.0pp | 78.8%+16.5pp | 68.1%+27.3pp |
| Annual return | 15.84% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,829 | $4,577+49.2% | $6,132+11.4% | $4,139+65.0% |
| Admin fee / account holder | $1,501 | $9,341-83.9% | $14,586-89.7% | $7,234-79.3% |