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 | $154,741 | $84,233+83.7% | $170,442-9.2% | $70,131+120.6% |
| Participation rate | 76.2% | 70.8%+5.4pp | 83.6%-7.4pp | 69.5%+6.6pp |
| Annual return | 13.43% | 23.06%-9.6pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,534 | $3,086-50.3% | $4,939-68.9% | $3,332-54.0% |
| Admin fee / account holder | $3,354 | $5,698-41.1% | $13,880-75.8% | $4,645-27.8% |