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 | $207,922 | $62,672+231.8% | $185,117+12.3% | $70,131+196.5% |
| Participation rate | 70.0% | 63.8%+6.2pp | 77.3%-7.3pp | 69.5%+0.5pp |
| Annual return | 13.44% | 40.79%-27.4pp | 40.50%-27.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,989 | $3,272-39.2% | $5,045-60.6% | $3,332-40.3% |
| Admin fee / account holder | $7,368 | $3,932+87.4% | $8,159-9.7% | $4,645+58.6% |