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 | $176,720 | $95,803+84.5% | $113,168+56.2% | $84,808+108.4% |
| Participation rate | 73.5% | 72.9%+0.7pp | 76.6%-3.0pp | 68.3%+5.2pp |
| Annual return | 12.64% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,352 | $4,242+26.2% | $5,107+4.8% | $4,212+27.1% |
| Admin fee / account holder | $7,289 | $8,989-18.9% | $12,068-39.6% | $7,344-0.7% |