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 | $218,107 | $110,257+97.8% | $96,544+125.9% | $139,434+56.4% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 11.10% | 26.32%-15.2pp | 25.84%-14.7pp | 372.94%-361.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $12,963 | $5,548+133.7% | $4,851+167.2% | $6,710+93.2% |
| Admin fee / account holder | $988 | $11,591-91.5% | $8,252-88.0% | $11,403-91.3% |