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 | $114,314 | $109,881+4.0% | $150,045-23.8% | $84,808+34.8% |
| Participation rate | 91.8% | 76.1%+15.8pp | 82.3%+9.5pp | 68.3%+23.5pp |
| Annual return | 16.36% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,209 | $6,636+144.3% | $7,997+102.7% | $4,212+284.9% |
| Admin fee / account holder | $10,531 | $8,568+22.9% | $13,435-21.6% | $7,344+43.4% |