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 | $210,034 | $65,685+219.8% | $57,179+267.3% | $273,961-23.3% |
| Participation rate | 81.8% | 78.3%+3.5pp | 75.3%+6.5pp | 83.0%-1.2pp |
| Annual return | 6.38% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,483 | $3,782+124.3% | $3,096+174.0% | $5,287+60.4% |
| Admin fee / account holder | $787 | $4,835-83.7% | $3,139-74.9% | $10,132-92.2% |