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 | $213,090 | $81,460+161.6% | $103,333+106.2% | $80,856+163.5% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 15.18% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,146 | $3,869+58.9% | $5,057+21.5% | $4,296+43.1% |
| Admin fee / account holder | $1,359 | $6,566-79.3% | $8,355-83.7% | $6,918-80.4% |