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 | $146,508 | $78,705+86.1% | $117,854+24.3% | $70,131+108.9% |
| Participation rate | 84.9% | 73.2%+11.7pp | 79.7%+5.2pp | 69.5%+15.4pp |
| Annual return | 14.08% | 23.30%-9.2pp | 335.08%-321.0pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,992 | $3,297+21.1% | $4,482-10.9% | $3,332+19.8% |
| Admin fee / account holder | $20,988 | $5,065+314.3% | $8,020+161.7% | $4,645+351.8% |