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 5-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 | $106,846 | $95,803+11.5% | $113,168-5.6% | $84,808+26.0% |
| Participation rate | 73.7% | 72.9%+0.8pp | 76.6%-2.9pp | 68.3%+5.4pp |
| Annual return | 15.84% | 25.00%-9.2pp | 24.27%-8.4pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $19,675 | $4,242+363.8% | $5,107+285.3% | $4,212+367.2% |
| Admin fee / account holder | $23,490 | $8,989+161.3% | $12,068+94.7% | $7,344+219.9% |