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 | $175,698 | $78,672+123.3% | $109,143+61.0% | $85,850+104.7% |
| Participation rate | 94.2% | 68.3%+25.9pp | 75.9%+18.3pp | 69.3%+24.9pp |
| Annual return | 14.02% | 25.09%-11.1pp | 25.75%-11.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,835 | $3,467+39.5% | $4,653+3.9% | $3,952+22.4% |
| Admin fee / account holder | $15,461 | $5,469+182.7% | $6,752+129.0% | $6,260+147.0% |