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 | $151,004 | $45,035+235.3% | $62,995+139.7% | $70,131+115.3% |
| Participation rate | 97.0% | 69.5%+27.5pp | 74.8%+22.2pp | 69.5%+27.5pp |
| Annual return | 13.26% | 18.76%-5.5pp | 87.57%-74.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,366 | $2,051-33.4% | $2,759-50.5% | $2,342-41.7% |
| Participant deferral / active EE | $1,666 | $2,465-32.4% | $3,329-50.0% | $3,332-50.0% |
| Admin fee / account holder | $6,412 | $2,834+126.2% | $3,600+78.1% | $4,645+38.0% |