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 | $176,964 | $91,019+94.4% | $392,568-54.9% | $72,985+142.5% |
| Participation rate | 80.6% | 74.4%+6.2pp | 78.1%+2.5pp | 69.5%+11.1pp |
| Annual return | 26.22% | 20.00%+6.2pp | 24.42%+1.8pp | 81.00%-54.8pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,655 | $4,570+176.9% | $5,985+111.4% | $3,607+250.8% |
| Admin fee / account holder | $1,750 | $4,895-64.3% | $6,260-72.1% | $5,124-65.9% |