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 | $165,896 | $48,230+244.0% | $67,502+145.8% | $80,856+105.2% |
| Participation rate | 96.4% | 66.4%+30.1pp | 72.9%+23.6pp | 67.6%+28.8pp |
| Annual return | 14.45% | 18.28%-3.8pp | 3512.12%-3497.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,614 | $2,924+331.4% | $4,000+215.4% | $4,296+193.6% |
| Admin fee / account holder | $3,741 | $3,681+1.6% | $3,998-6.4% | $6,918-45.9% |