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 | $156,034 | $95,803+62.9% | $113,168+37.9% | $84,808+84.0% |
| Participation rate | 98.3% | 72.9%+25.5pp | 76.6%+21.8pp | 68.3%+30.0pp |
| Annual return | 14.12% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,650 | $4,242+56.8% | $5,107+30.2% | $4,212+57.9% |
| Admin fee / account holder | $6,866 | $8,989-23.6% | $12,068-43.1% | $7,344-6.5% |