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 | $211,874 | $81,460+160.1% | $103,333+105.0% | $80,856+162.0% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 12.50% | 25.55%-13.0pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,865 | $3,105-39.9% | $3,868-51.8% | $2,755-32.3% |
| Participant deferral / active EE | $8,198 | $3,869+111.9% | $5,057+62.1% | $4,296+90.8% |
| Admin fee / account holder | $39,644 | $6,566+503.7% | $8,355+374.5% | $6,918+473.1% |