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 | $143,372 | $93,571+53.2% | $135,903+5.5% | $75,163+90.7% |
| Participation rate | 83.0% | 75.2%+7.8pp | 81.9%+1.1pp | 67.2%+15.8pp |
| Annual return | 21.00% | 30.90%-9.9pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,717 | $6,404+4.9% | $7,758-13.4% | $4,125+62.8% |
| Admin fee / account holder | $20,386 | $6,975+192.3% | $10,762+89.4% | $5,651+260.8% |