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 | $118,497 | $85,766+38.2% | $136,294-13.1% | $70,131+69.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 17.17% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,403 | $5,051-12.8% | $6,247-29.5% | $3,332+32.1% |
| Admin fee / account holder | $2,677 | $5,420-50.6% | $9,243-71.0% | $4,645-42.4% |