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 | $183,051 | $72,177+153.6% | $115,037+59.1% | $59,632+207.0% |
| Participation rate | 91.0% | 72.6%+18.5pp | 81.4%+9.7pp | 68.7%+22.4pp |
| Annual return | 0.28% | 12.02%-11.7pp | 26.14%-25.9pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $7,994 | $2,841+181.4% | $4,608+73.5% | $2,203+263.0% |
| Participant deferral / active EE | $8,051 | $4,783+68.3% | $6,026+33.6% | $3,192+152.3% |
| Admin fee / account holder | $4,913 | $4,927-0.3% | $8,175-39.9% | $4,297+14.3% |