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 | $136,732 | $98,750+38.5% | $149,696-8.7% | $79,858+71.2% |
| Participation rate | 78.9% | 75.8%+3.2pp | 82.5%-3.5pp | 69.6%+9.3pp |
| Annual return | 18.24% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,389 | $5,680-22.7% | $6,842-35.8% | $3,740+17.4% |
| Admin fee / account holder | $6,534 | $6,053+8.0% | $9,309-29.8% | $5,306+23.1% |