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 | $186,882 | $114,381+63.4% | $107,525+73.8% | $142,382+31.3% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 18.89% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,287 | $5,564+66.9% | $5,116+81.5% | $6,507+42.7% |
| Admin fee / account holder | $41,969 | $9,860+325.6% | $8,919+370.6% | $12,624+232.5% |