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 | $135,306 | $45,073+200.2% | $69,455+94.8% | $72,985+85.4% |
| Participation rate | 73.7% | 68.5%+5.2pp | 74.6%-0.9pp | 69.5%+4.2pp |
| Annual return | 20.47% | 22.65%-2.2pp | 28.97%-8.5pp | 81.00%-60.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,859 | $2,602+48.3% | $3,535+9.2% | $3,607+7.0% |
| Admin fee / account holder | $10,979 | $3,056+259.3% | $3,839+185.9% | $5,124+114.2% |