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 | $233,440 | $87,013+168.3% | $106,213+119.8% | $80,856+188.7% |
| Participation rate | 81.4% | 70.4%+11.0pp | 75.3%+6.1pp | 67.6%+13.8pp |
| Annual return | 10.76% | 17.05%-6.3pp | 116.14%-105.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,325 | $3,986+58.7% | $5,016+26.1% | $4,296+47.2% |
| Admin fee / account holder | $11,133 | $8,431+32.0% | $11,033+0.9% | $6,918+60.9% |