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 | $243,844 | $65,365+273.0% | $92,893+162.5% | $72,985+234.1% |
| Participation rate | 97.1% | 68.3%+28.8pp | 76.0%+21.1pp | 69.5%+27.7pp |
| Annual return | 21.21% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $15,225 | $3,128+386.7% | $4,236+259.4% | $3,607+322.1% |
| Admin fee / account holder | $18,511 | $4,251+335.4% | $5,794+219.5% | $5,124+261.2% |