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 | $216,703 | $113,935+90.2% | $94,224+130.0% | $125,391+72.8% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | 0.49% | 5.29%-4.8pp | 10.68%-10.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $3,024 | $4,727-36.0% | $3,587-15.7% | $4,866-37.8% |
| Participant deferral / active EE | $9,422 | $5,179+81.9% | $4,320+118.1% | $5,352+76.1% |
| Admin fee / account holder | $28,104 | $8,391+234.9% | $6,269+348.3% | $9,540+194.6% |