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 | $131,847 | $45,035+192.8% | $62,995+109.3% | $70,131+88.0% |
| Participation rate | 73.8% | 69.5%+4.3pp | 74.8%-1.0pp | 69.5%+4.3pp |
| Annual return | 16.97% | 18.76%-1.8pp | 87.57%-70.6pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,705 | $2,465+50.3% | $3,329+11.3% | $3,332+11.2% |
| Admin fee / account holder | $13,044 | $2,834+360.2% | $3,600+262.3% | $4,645+180.8% |