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 | $134,520 | $77,899+72.7% | $149,673-10.1% | $75,163+79.0% |
| Participation rate | 77.3% | 65.6%+11.7pp | 78.8%-1.5pp | 67.2%+10.1pp |
| Annual return | 18.47% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,682 | $3,411+37.3% | $5,680-17.6% | $4,125+13.5% |
| Admin fee / account holder | $3,024 | $5,956-49.2% | $13,210-77.1% | $5,651-46.5% |