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 | $178,211 | $58,828+202.9% | $77,999+128.5% | $62,891+183.4% |
| Participation rate | 90.3% | 71.1%+19.3pp | 75.5%+14.8pp | 69.3%+21.0pp |
| Annual return | 8.29% | 17.16%-8.9pp | 425.96%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,414 | $2,686+213.3% | $3,497+140.6% | $3,203+162.7% |
| Admin fee / account holder | $2,947 | $4,393-32.9% | $5,480-46.2% | $4,296-31.4% |