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 | $207,691 | $60,349+244.1% | $74,183+180.0% | $62,891+230.2% |
| Participation rate | 88.1% | 72.7%+15.4pp | 76.6%+11.5pp | 69.3%+18.8pp |
| Annual return | 7.56% | 21.37%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,201 | $2,856+117.1% | $3,550+74.7% | $3,203+93.6% |
| Admin fee / account holder | $1,741 | $4,261-59.1% | $5,586-68.8% | $4,296-59.5% |