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 | $214,971 | $77,899+176.0% | $149,673+43.6% | $75,163+186.0% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 15.95% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,366 | $3,411-1.3% | $5,680-40.7% | $4,125-18.4% |
| Admin fee / account holder | $7,419 | $5,956+24.6% | $13,210-43.8% | $5,651+31.3% |