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 | $190,229 | $125,758+51.3% | $169,993+11.9% | $75,163+153.1% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.0%+5.9pp | 67.2%+25.7pp |
| Annual return | 19.42% | 27.20%-7.8pp | 53.37%-33.9pp | 160.62%-141.2pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,504 | $6,837+97.5% | $10,408+29.7% | $4,125+227.4% |
| Admin fee / account holder | $6,248 | $8,173-23.6% | $12,815-51.2% | $5,651+10.6% |