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 | $196,388 | $109,359+79.6% | $162,163+21.1% | $72,985+169.1% |
| Participation rate | 95.4% | 84.3%+11.1pp | 87.6%+7.8pp | 69.5%+25.9pp |
| Annual return | 26.98% | 25.46%+1.5pp | 115.59%-88.6pp | 81.00%-54.0pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $15,129 | $5,481+176.0% | $7,298+107.3% | $3,607+319.4% |
| Admin fee / account holder | $7,236 | $7,972-9.2% | $10,843-33.3% | $5,124+41.2% |