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 | $100,431 | $53,516+87.7% | $126,539-20.6% | $84,808+18.4% |
| Participation rate | 98.5% | 58.2%+40.2pp | 69.8%+28.7pp | 68.3%+30.2pp |
| Annual return | 15.71% | 58.34%-42.6pp | 425.95%-410.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,106 | $2,671+241.0% | $4,083+123.0% | $4,212+116.2% |
| Admin fee / account holder | $17,459 | $4,497+288.3% | $6,065+187.9% | $7,344+137.7% |