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 | $175,642 | $148,978+17.9% | $200,582-12.4% | $84,808+107.1% |
| Participation rate | 92.7% | 84.2%+8.5pp | 86.9%+5.8pp | 68.3%+24.4pp |
| Annual return | 15.46% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,530 | $7,142-22.6% | $9,331-40.7% | $4,212+31.3% |
| Admin fee / account holder | $6,034 | $13,977-56.8% | $16,305-63.0% | $7,344-17.8% |