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 | $162,933 | $86,286+88.8% | $111,297+46.4% | $85,850+89.8% |
| Participation rate | 98.1% | 73.3%+24.8pp | 77.3%+20.8pp | 69.3%+28.8pp |
| Annual return | 17.72% | 19.99%-2.3pp | 54.65%-36.9pp | 318.53%-300.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,182 | $3,641+42.3% | $4,487+15.5% | $3,952+31.1% |
| Admin fee / account holder | $4,513 | $8,188-44.9% | $7,964-43.3% | $6,260-27.9% |