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 | $88,414 | $48,076+83.9% | $78,689+12.4% | $62,891+40.6% |
| Participation rate | 76.9% | 65.2%+11.7pp | 73.6%+3.4pp | 69.3%+7.6pp |
| Annual return | 6.51% | 31.35%-24.8pp | 62.18%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,470 | $2,588+304.6% | $3,517+197.7% | $3,203+226.9% |
| Admin fee / account holder | $10,726 | $3,207+234.4% | $4,510+137.8% | $4,296+149.7% |