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 | $117,507 | $85,766+37.0% | $136,294-13.8% | $70,131+67.6% |
| Participation rate | 90.6% | 74.2%+16.5pp | 81.9%+8.7pp | 69.5%+21.1pp |
| Annual return | 22.78% | 31.45%-8.7pp | 5155.94%-5133.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,991 | $5,051-21.0% | $6,247-36.1% | $3,332+19.8% |
| Admin fee / account holder | $18,661 | $5,420+244.3% | $9,243+101.9% | $4,645+301.7% |