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 | $218,283 | $78,422+178.3% | $95,952+127.5% | $79,858+173.3% |
| Participation rate | 73.0% | 73.5%-0.5pp | 77.1%-4.1pp | 69.6%+3.4pp |
| Annual return | 11.52% | 19.37%-7.9pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,191 | $3,440+167.2% | $4,167+120.6% | $3,740+145.8% |
| Admin fee / account holder | $24,997 | $5,622+344.6% | $6,795+267.8% | $5,306+371.1% |