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 | $138,671 | $72,277+91.9% | $101,248+37.0% | $79,858+73.6% |
| Participation rate | 89.7% | 68.5%+21.2pp | 75.8%+13.8pp | 69.6%+20.0pp |
| Annual return | 14.13% | 22.30%-8.2pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,971 | $3,282+51.5% | $4,370+13.7% | $3,740+32.9% |
| Admin fee / account holder | $21,919 | $4,400+398.1% | $5,945+268.7% | $5,306+313.1% |