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 | $124,653 | $71,050+75.4% | $93,606+33.2% | $80,856+54.2% |
| Participation rate | 78.5% | 60.4%+18.1pp | 68.7%+9.7pp | 67.6%+10.8pp |
| Annual return | 13.92% | 11.26%+2.7pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,694 | $4,034-58.0% | $4,411-61.6% | $4,296-60.6% |
| Admin fee / account holder | $26,790 | $6,945+285.8% | $8,285+223.4% | $6,918+287.3% |