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 | $194,517 | $88,707+119.3% | $74,183+162.2% | $273,961-29.0% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 6.14% | 11.94%-5.8pp | 17.74%-11.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,700 | $3,159-46.2% | $2,370-28.3% | $4,869-65.1% |
| Participant deferral / active EE | $9,085 | $4,212+115.7% | $3,550+155.9% | $5,287+71.8% |
| Admin fee / account holder | $13,996 | $8,717+60.6% | $5,586+150.6% | $10,132+38.1% |