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 | $215,938 | $54,762+294.3% | $90,281+139.2% | $72,985+195.9% |
| Participation rate | 88.7% | 65.1%+23.5pp | 73.3%+15.4pp | 69.5%+19.2pp |
| Annual return | 19.73% | 30.63%-10.9pp | 78.10%-58.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,087 | $2,887+110.8% | $3,885+56.7% | $3,607+68.7% |
| Admin fee / account holder | $10,440 | $3,972+162.8% | $5,351+95.1% | $5,124+103.7% |