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 | $119,157 | $60,349+97.4% | $74,183+60.6% | $62,891+89.5% |
| Participation rate | 74.5% | 72.7%+1.8pp | 76.6%-2.1pp | 69.3%+5.2pp |
| Annual return | 10.21% | 21.37%-11.2pp | 17.74%-7.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $12,128 | $2,856+324.7% | $3,550+241.7% | $3,203+278.7% |
| Admin fee / account holder | $12,319 | $4,261+189.1% | $5,586+120.5% | $4,296+186.8% |