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 | $152,342 | $89,698+69.8% | $103,476+47.2% | $80,856+88.4% |
| Participation rate | 75.7% | 76.0%-0.3pp | 80.5%-4.8pp | 67.6%+8.0pp |
| Annual return | 14.04% | 22.78%-8.7pp | 23.90%-9.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,092 | $5,456-6.7% | $6,623-23.1% | $4,296+18.5% |
| Admin fee / account holder | $39,813 | $6,768+488.3% | $9,413+323.0% | $6,918+475.5% |