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 | $126,326 | $70,475+79.2% | $100,516+25.7% | $79,858+58.2% |
| Participation rate | 86.7% | 73.7%+13.0pp | 79.4%+7.3pp | 69.6%+17.0pp |
| Annual return | 16.59% | 21.90%-5.3pp | 30.89%-14.3pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,373 | $5,181-34.9% | $6,270-46.2% | $3,740-9.8% |
| Admin fee / account holder | $9,278 | $4,478+107.2% | $8,081+14.8% | $5,306+74.8% |