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 | $132,655 | $58,208+127.9% | $81,812+62.1% | $80,856+64.1% |
| Participation rate | 92.9% | 63.4%+29.4pp | 72.3%+20.5pp | 67.6%+25.2pp |
| Annual return | 13.99% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,645 | $3,281+285.4% | $4,319+192.8% | $4,296+194.4% |
| Admin fee / account holder | $5,937 | $4,981+19.2% | $7,386-19.6% | $6,918-14.2% |