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 | $121,959 | $72,177+69.0% | $115,037+6.0% | $59,632+104.5% |
| Participation rate | 98.5% | 72.6%+25.9pp | 81.4%+17.1pp | 68.7%+29.8pp |
| Annual return | 7.96% | 12.02%-4.1pp | 26.14%-18.2pp | 2041.28%-2033.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $14,384 | $4,783+200.8% | $6,026+138.7% | $3,192+350.7% |
| Admin fee / account holder | $3,489 | $4,927-29.2% | $8,175-57.3% | $4,297-18.8% |