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 | $141,652 | $109,359+29.5% | $162,163-12.6% | $72,985+94.1% |
| Participation rate | 81.8% | 84.3%-2.4pp | 87.6%-5.7pp | 69.5%+12.3pp |
| Annual return | 30.79% | 25.46%+5.3pp | 115.59%-84.8pp | 81.00%-50.2pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,282 | $5,481+51.1% | $7,298+13.5% | $3,607+129.6% |
| Admin fee / account holder | $34,839 | $7,972+337.0% | $10,843+221.3% | $5,124+579.9% |