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 | $227,270 | $67,606+236.2% | $82,313+176.1% | $70,131+224.1% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+6.9pp |
| Annual return | 16.61% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,249 | $2,987+75.7% | $3,706+41.6% | $3,332+57.5% |
| Admin fee / account holder | $7,899 | $4,512+75.1% | $5,608+40.9% | $4,645+70.1% |