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 | $213,726 | $42,383+404.3% | $76,523+179.3% | $64,186+233.0% |
| Participation rate | 92.0% | 58.1%+33.9pp | 68.0%+24.0pp | 69.6%+22.4pp |
| Annual return | 7.94% | -16.54%+24.5pp | -0.27%+8.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,030 | $2,566+251.8% | $3,835+135.4% | $3,470+160.3% |
| Admin fee / account holder | $2,209 | $3,198-30.9% | $4,848-54.4% | $4,888-54.8% |