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 | $213,844 | $56,277+280.0% | $80,975+164.1% | $62,891+240.0% |
| Participation rate | 76.9% | 69.0%+8.0pp | 75.8%+1.1pp | 69.3%+7.6pp |
| Annual return | 8.03% | 22.12%-14.1pp | 17.10%-9.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,764 | $4,195+85.1% | $5,696+36.3% | $3,203+142.4% |
| Admin fee / account holder | $10,870 | $3,741+190.6% | $5,516+97.1% | $4,296+153.1% |