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 | $154,973 | $123,793+25.2% | $177,821-12.8% | $79,858+94.1% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 15.56% | 22.82%-7.3pp | 48.32%-32.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $14,185 | $5,956+138.2% | $7,714+83.9% | $3,740+279.3% |
| Admin fee / account holder | $893 | $7,243-87.7% | $12,427-92.8% | $5,306-83.2% |