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 | $100,997 | $101,724-0.7% | $164,813-38.7% | $80,856+24.9% |
| Participation rate | 88.2% | 71.8%+16.4pp | 78.6%+9.6pp | 67.6%+20.6pp |
| Annual return | 12.52% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,449 | $4,477+21.7% | $6,031-9.7% | $4,296+26.8% |
| Admin fee / account holder | $23,954 | $8,227+191.2% | $12,690+88.8% | $6,918+246.3% |