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 | $211,797 | $72,177+193.4% | $115,037+84.1% | $59,632+255.2% |
| Participation rate | 90.0% | 72.6%+17.4pp | 81.4%+8.6pp | 68.7%+21.3pp |
| Annual return | 0.74% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,808 | $2,841-36.4% | $4,608-60.8% | $2,203-17.9% |
| Participant deferral / active EE | $7,508 | $4,783+57.0% | $6,026+24.6% | $3,192+135.3% |
| Admin fee / account holder | $33,954 | $4,927+589.2% | $8,175+315.3% | $4,297+690.2% |