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 | $222,002 | $71,050+212.5% | $93,606+137.2% | $80,856+174.6% |
| Participation rate | 70.6% | 60.4%+10.2pp | 68.7%+1.9pp | 67.6%+3.0pp |
| Annual return | 19.33% | 11.26%+8.1pp | 133.20%-113.9pp | 35.59%-16.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,405 | $4,034+34.0% | $4,411+22.5% | $4,296+25.8% |
| Admin fee / account holder | $7,123 | $6,945+2.6% | $8,285-14.0% | $6,918+3.0% |