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 | $213,962 | $102,616+108.5% | $81,983+161.0% | $158,922+34.6% |
| Participation rate | 81.0% | 75.5%+5.4pp | 69.2%+11.7pp | 82.0%-1.0pp |
| Annual return | 22.14% | 61.04%-38.9pp | 41.31%-19.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $3,407 | $3,240+5.1% | $2,498+36.4% | $4,761-28.4% |
| Participant deferral / active EE | $6,896 | $4,648+48.4% | $3,722+85.3% | $5,982+15.3% |
| Admin fee / account holder | $1,880 | $8,235-77.2% | $5,664-66.8% | $11,246-83.3% |