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 | $104,318 | $85,766+21.6% | $136,294-23.5% | $70,131+48.7% |
| Participation rate | 80.6% | 74.2%+6.4pp | 81.9%-1.4pp | 69.5%+11.0pp |
| Annual return | 14.86% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,653 | $5,051+130.7% | $6,247+86.5% | $3,332+249.8% |
| Admin fee / account holder | $8,167 | $5,420+50.7% | $9,243-11.6% | $4,645+75.8% |