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 | $206,055 | $88,707+132.3% | $74,183+177.8% | $273,961-24.8% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 5.69% | 11.94%-6.3pp | 17.74%-12.0pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,666 | $3,159-47.3% | $2,370-29.7% | $4,869-65.8% |
| Participant deferral / active EE | $8,330 | $4,212+97.8% | $3,550+134.7% | $5,287+57.6% |
| Admin fee / account holder | $3,869 | $8,717-55.6% | $5,586-30.7% | $10,132-61.8% |