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 | $137,630 | $61,660+123.2% | $80,019+72.0% | $64,186+114.4% |
| Participation rate | 91.4% | 71.7%+19.7pp | 75.8%+15.6pp | 69.6%+21.9pp |
| Annual return | 4.53% | -0.33%+4.9pp | 11.22%-6.7pp | 7.63%-3.1pp |
| Employer contribution / active EE | $1,646 | $1,810-9.1% | $2,468-33.3% | $2,381-30.9% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $32,424 | $5,417+498.6% | $6,521+397.2% | $4,888+563.3% |