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 | $163,880 | $89,753+82.6% | $107,525+52.4% | $84,808+93.2% |
| Participation rate | 72.4% | 68.1%+4.4pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 16.28% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,985 | $4,056-1.8% | $5,116-22.1% | $4,212-5.4% |
| Admin fee / account holder | $5,857 | $7,222-18.9% | $8,919-34.3% | $7,344-20.2% |