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 | $201,906 | $117,841+71.3% | $102,423+97.1% | $145,922+38.4% |
| Participation rate | 82.6% | 78.6%+4.0pp | 76.5%+6.1pp | 80.3%+2.3pp |
| Annual return | 12.27% | 31.65%-19.4pp | 29.32%-17.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,026 | $5,731+5.2% | $5,053+19.3% | $6,688-9.9% |
| Admin fee / account holder | $10,912 | $13,326-18.1% | $9,451+15.5% | $13,397-18.5% |