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 | $98,338 | $58,208+68.9% | $81,812+20.2% | $80,856+21.6% |
| Participation rate | 93.8% | 63.4%+30.3pp | 72.3%+21.4pp | 67.6%+26.1pp |
| Annual return | 17.16% | 41.66%-24.5pp | 773.79%-756.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,010 | $3,281-8.3% | $4,319-30.3% | $4,296-29.9% |
| Admin fee / account holder | $1,570 | $4,981-68.5% | $7,386-78.7% | $6,918-77.3% |