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 | $110,301 | $69,977+57.6% | $108,579+1.6% | $62,891+75.4% |
| Participation rate | 91.8% | 72.9%+18.9pp | 79.6%+12.3pp | 69.3%+22.5pp |
| Annual return | 8.46% | 10.73%-2.3pp | -51.70%+60.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,132 | $3,165+62.2% | $4,311+19.0% | $3,203+60.2% |
| Admin fee / account holder | $2,085 | $5,076-58.9% | $7,645-72.7% | $4,296-51.5% |