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 | $86,525 | $64,324+34.5% | $118,925-27.2% | $79,858+8.3% |
| Participation rate | 73.6% | 64.9%+8.8pp | 75.4%-1.8pp | 69.6%+4.0pp |
| Annual return | 14.88% | 86.45%-71.6pp | 35.88%-21.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,152 | $2,824+11.6% | $4,265-26.1% | $3,740-15.7% |
| Admin fee / account holder | $6,973 | $4,040+72.6% | $6,581+6.0% | $5,306+31.4% |