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 | $156,782 | $72,277+116.9% | $101,248+54.8% | $79,858+96.3% |
| Participation rate | 82.9% | 68.5%+14.4pp | 75.8%+7.0pp | 69.6%+13.2pp |
| Annual return | 19.13% | 22.30%-3.2pp | 46.47%-27.3pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,585 | $3,282+9.2% | $4,370-18.0% | $3,740-4.1% |
| Admin fee / account holder | $46,836 | $4,400+964.4% | $5,945+687.7% | $5,306+782.6% |