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 | $137,991 | $54,705+152.2% | $71,209+93.8% | $84,808+62.7% |
| Participation rate | 85.1% | 64.1%+21.0pp | 73.8%+11.4pp | 68.3%+16.8pp |
| Annual return | 15.22% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,014 | $3,030+32.5% | $4,175-3.9% | $4,212-4.7% |
| Admin fee / account holder | $2,911 | $4,863-40.1% | $5,349-45.6% | $7,344-60.4% |