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 | $140,354 | $47,848+193.3% | $81,478+72.3% | $70,131+100.1% |
| Participation rate | 87.0% | 58.3%+28.8pp | 68.0%+19.1pp | 69.5%+17.5pp |
| Annual return | 15.85% | 27.25%-11.4pp | 38.78%-22.9pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,157 | $2,453+232.5% | $3,537+130.6% | $3,332+144.8% |
| Admin fee / account holder | $2,034 | $3,145-35.3% | $4,561-55.4% | $4,645-56.2% |