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 | $152,974 | $87,841+74.1% | $133,980+14.2% | $62,891+143.2% |
| Participation rate | 89.7% | 83.4%+6.3pp | 87.1%+2.6pp | 69.3%+20.3pp |
| Annual return | 17.60% | 12.05%+5.6pp | 29.30%-11.7pp | 20.14%-2.5pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $14,774 | $4,812+207.0% | $6,282+135.2% | $3,203+361.3% |
| Admin fee / account holder | $2,715 | $5,371-49.5% | $9,324-70.9% | $4,296-36.8% |