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 | $244,243 | $71,050+243.8% | $93,606+160.9% | $80,856+202.1% |
| Participation rate | 70.5% | 60.4%+10.1pp | 68.7%+1.8pp | 67.6%+2.9pp |
| Annual return | 21.32% | 11.26%+10.1pp | 133.20%-111.9pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,354 | $1,564+50.6% | $2,420-2.7% | $2,755-14.5% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $402 | $6,945-94.2% | $8,285-95.1% | $6,918-94.2% |