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 | $219,956 | $78,694+179.5% | $67,652+225.1% | $125,391+75.4% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | 0.82% | 9.46%-8.6pp | 6625.04%-6624.2pp | 282.22%-281.4pp |
| Employer contribution / active EE | $2,200 | $3,044-27.7% | $2,266-2.9% | $4,866-54.8% |
| Participant deferral / active EE | $4,088 | $4,292-4.7% | $3,560+14.9% | $5,352-23.6% |
| Admin fee / account holder | $2,503 | $7,403-66.2% | $4,821-48.1% | $9,540-73.8% |