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 | $199,497 | $90,503+120.4% | $78,689+153.5% | $273,961-27.2% |
| Participation rate | 82.4% | 76.5%+5.8pp | 73.6%+8.8pp | 83.0%-0.7pp |
| Annual return | 6.08% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $15,301 | $3,176+381.8% | $2,851+436.8% | $4,869+214.3% |
| Participant deferral / active EE | $3,322 | $3,901-14.8% | $3,517-5.5% | $5,287-37.2% |
| Admin fee / account holder | $4,204 | $5,263-20.1% | $4,510-6.8% | $10,132-58.5% |