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 | $204,422 | $77,813+162.7% | $123,544+65.5% | $64,186+218.5% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | 9.38% | 12.48%-3.1pp | 119.20%-109.8pp | 7.63%+1.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,709 | $5,240+9.0% | $6,426-11.1% | $3,470+64.6% |
| Admin fee / account holder | $20,710 | $5,519+275.3% | $9,284+123.1% | $4,888+323.7% |