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 | $155,707 | $59,839+160.2% | $81,983+89.9% | $79,858+95.0% |
| Participation rate | 98.6% | 61.6%+37.0pp | 69.2%+29.4pp | 69.6%+29.0pp |
| Annual return | 14.99% | 17.56%-2.6pp | 41.31%-26.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $14,140 | $2,695+424.7% | $3,722+279.9% | $3,740+278.1% |
| Admin fee / account holder | $2,420 | $4,287-43.5% | $5,664-57.3% | $5,306-54.4% |