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 | $144,251 | $88,707+62.6% | $74,183+94.5% | $273,961-47.3% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.6%+17.8pp | 83.0%+11.4pp |
| Annual return | 6.78% | 11.94%-5.2pp | 17.74%-11.0pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,156 | $4,212+22.4% | $3,550+45.3% | $5,287-2.5% |
| Admin fee / account holder | $4,652 | $8,717-46.6% | $5,586-16.7% | $10,132-54.1% |