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 | $119,243 | $77,314+54.2% | $177,989-33.0% | $80,856+47.5% |
| Participation rate | 77.8% | 65.7%+12.1pp | 77.1%+0.7pp | 67.6%+10.1pp |
| Annual return | 15.25% | 18.09%-2.8pp | 294.48%-279.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,393 | $4,411+67.6% | $6,276+17.8% | $4,296+72.1% |
| Admin fee / account holder | $3,432 | $7,191-52.3% | $10,363-66.9% | $6,918-50.4% |