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 | $203,143 | $89,355+127.3% | $141,162+43.9% | $72,985+178.3% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 24.39% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $16,182 | $5,418+198.7% | $6,709+141.2% | $3,607+348.6% |
| Admin fee / account holder | $17,453 | $5,958+192.9% | $10,261+70.1% | $5,124+240.6% |