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 | $137,793 | $86,286+59.7% | $111,297+23.8% | $85,850+60.5% |
| Participation rate | 76.7% | 73.3%+3.3pp | 77.3%-0.6pp | 69.3%+7.4pp |
| Annual return | 15.02% | 19.99%-5.0pp | 54.65%-39.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,195 | $3,641+42.7% | $4,487+15.8% | $3,952+31.5% |
| Admin fee / account holder | $3,547 | $8,188-56.7% | $7,964-55.5% | $6,260-43.3% |