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 | $235,921 | $127,777+84.6% | $106,548+121.4% | $167,490+40.9% |
| Participation rate | 79.2% | 78.3%+0.9pp | 76.1%+3.0pp | 82.1%-2.9pp |
| Annual return | 15.57% | 33.87%-18.3pp | 26.80%-11.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $13,156 | $5,087+158.6% | $4,398+199.1% | $6,341+107.5% |
| Admin fee / account holder | $12,203 | $11,228+8.7% | $7,407+64.7% | $12,309-0.9% |