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 | $184,831 | $77,503+138.5% | $100,391+84.1% | $80,856+128.6% |
| Participation rate | 88.0% | 76.9%+11.1pp | 81.5%+6.5pp | 67.6%+20.4pp |
| Annual return | 18.41% | 37.20%-18.8pp | 49.20%-30.8pp | 35.59%-17.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,818 | $6,820-29.4% | $8,082-40.4% | $4,296+12.2% |
| Admin fee / account holder | $26,441 | $5,897+348.4% | $7,899+234.7% | $6,918+282.2% |