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 | $215,161 | $88,707+142.6% | $74,183+190.0% | $273,961-21.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 7.76% | 11.94%-4.2pp | 17.74%-10.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,726 | $3,159-45.4% | $2,370-27.2% | $4,869-64.5% |
| Participant deferral / active EE | $10,891 | $4,212+158.6% | $3,550+206.8% | $5,287+106.0% |
| Admin fee / account holder | $20,569 | $8,717+136.0% | $5,586+268.2% | $10,132+103.0% |