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 | $185,904 | $89,355+108.1% | $141,162+31.7% | $72,985+154.7% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 29.26% | 111.85%-82.6pp | 71.39%-42.1pp | 81.00%-51.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,800 | $5,418+44.0% | $6,709+16.3% | $3,607+116.2% |
| Admin fee / account holder | $11,276 | $5,958+89.3% | $10,261+9.9% | $5,124+120.0% |