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 8-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 | $141,474 | $123,793+14.3% | $177,821-20.4% | $79,858+77.2% |
| Participation rate | 74.6% | 84.7%-10.1pp | 87.7%-13.1pp | 69.6%+5.0pp |
| Annual return | 19.56% | 22.82%-3.3pp | 48.32%-28.8pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,006 | $5,956+101.6% | $7,714+55.6% | $3,740+221.0% |
| Admin fee / account holder | $16,279 | $7,243+124.8% | $12,427+31.0% | $5,306+206.8% |