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 | $241,782 | $72,177+235.0% | $115,037+110.2% | $59,632+305.5% |
| Participation rate | 84.1% | 72.6%+11.5pp | 81.4%+2.7pp | 68.7%+15.4pp |
| Annual return | 0.74% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $6,535 | $2,841+130.0% | $4,608+41.8% | $2,203+196.7% |
| Participant deferral / active EE | $8,897 | $4,783+86.0% | $6,026+47.6% | $3,192+178.8% |
| Admin fee / account holder | $2,148 | $4,927-56.4% | $8,175-73.7% | $4,297-50.0% |