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 | $171,012 | $77,813+119.8% | $123,544+38.4% | $64,186+166.4% |
| Participation rate | 73.3% | 74.7%-1.4pp | 82.3%-9.0pp | 69.6%+3.8pp |
| Annual return | 13.97% | 12.48%+1.5pp | 119.20%-105.2pp | 7.63%+6.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,540 | $5,240+43.9% | $6,426+17.3% | $3,470+117.3% |
| Admin fee / account holder | $6,149 | $5,519+11.4% | $9,284-33.8% | $4,888+25.8% |