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 | $231,745 | $94,031+146.5% | $115,768+100.2% | $82,448+181.1% |
| Participation rate | 86.1% | 70.4%+15.7pp | 74.4%+11.7pp | 68.1%+18.0pp |
| Annual return | 13.97% | 20.61%-6.6pp | 100.46%-86.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,724 | $3,972+119.7% | $4,917+77.4% | $4,139+110.8% |
| Admin fee / account holder | $31,463 | $10,249+207.0% | $12,439+152.9% | $7,234+334.9% |