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 | $109,074 | $57,828+88.6% | $117,039-6.8% | $70,131+55.5% |
| Participation rate | 72.4% | 67.1%+5.3pp | 77.2%-4.8pp | 69.5%+2.9pp |
| Annual return | 11.74% | 17.55%-5.8pp | 18.95%-7.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,845 | $2,438+139.8% | $3,929+48.7% | $3,332+75.4% |
| Admin fee / account holder | $10,255 | $3,548+189.0% | $5,974+71.7% | $4,645+120.8% |