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 | $199,870 | $77,813+156.9% | $123,544+61.8% | $64,186+211.4% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.7pp | 69.6%+11.0pp |
| Annual return | 0.57% | 12.48%-11.9pp | 119.20%-118.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,020 | $3,014-66.1% | $4,628-78.0% | $2,381-57.1% |
| Participant deferral / active EE | $10,448 | $5,240+99.4% | $6,426+62.6% | $3,470+201.1% |
| Admin fee / account holder | $6,567 | $5,519+19.0% | $9,284-29.3% | $4,888+34.3% |