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 | $125,267 | $109,413+14.5% | $156,263-19.8% | $84,808+47.7% |
| Participation rate | 97.1% | 72.7%+24.4pp | 78.9%+18.2pp | 68.3%+28.7pp |
| Annual return | 14.28% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,764 | $4,590+25.6% | $6,158-6.4% | $4,212+36.9% |
| Admin fee / account holder | $4,678 | $9,357-50.0% | $14,255-67.2% | $7,344-36.3% |