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 | $180,707 | $48,795+270.3% | $65,493+175.9% | $84,808+113.1% |
| Participation rate | 73.7% | 67.0%+6.7pp | 73.1%+0.6pp | 68.3%+5.4pp |
| Annual return | 14.90% | 20.20%-5.3pp | 982.45%-967.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,342 | $2,928+184.9% | $3,961+110.6% | $4,212+98.1% |
| Admin fee / account holder | $17,582 | $3,877+353.5% | $5,028+249.7% | $7,344+139.4% |