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 | $105,156 | $81,446+29.1% | $103,374+1.7% | $80,874+30.0% |
| Participation rate | 91.4% | 66.9%+24.6pp | 74.5%+16.9pp | 67.6%+23.8pp |
| Annual return | 10.74% | 25.57%-14.8pp | 24.89%-14.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,672 | $3,870+253.3% | $5,058+170.3% | $4,297+218.2% |
| Admin fee / account holder | $19,552 | $6,715+191.2% | $8,394+132.9% | $6,935+181.9% |