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 | $136,728 | $80,673+69.5% | $101,326+34.9% | $84,808+61.2% |
| Participation rate | 91.8% | 77.8%+14.1pp | 81.5%+10.3pp | 68.3%+23.5pp |
| Annual return | 15.66% | 38.95%-23.3pp | 36.82%-21.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,520 | $6,840+24.6% | $7,994+6.6% | $4,212+102.3% |
| Admin fee / account holder | $7,548 | $12,784-41.0% | $11,185-32.5% | $7,344+2.8% |