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 | $110,301 | $53,127+107.6% | $86,590+27.4% | $70,131+57.3% |
| Participation rate | 91.2% | 65.3%+25.9pp | 73.5%+17.6pp | 69.5%+21.6pp |
| Annual return | 17.49% | 27.66%-10.2pp | 964.84%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,353 | $2,696+24.4% | $3,609-7.1% | $3,332+0.6% |
| Admin fee / account holder | $5,899 | $3,585+64.5% | $4,906+20.3% | $4,645+27.0% |