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 | $190,717 | $106,749+78.7% | $145,433+31.1% | $82,448+131.3% |
| Participation rate | 81.6% | 75.6%+5.9pp | 82.1%-0.5pp | 68.1%+13.5pp |
| Annual return | 16.90% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,476 | $3,444-57.1% | $4,554-67.6% | $2,551-42.1% |
| Participant deferral / active EE | $12,505 | $6,519+91.8% | $7,897+58.3% | $4,139+202.1% |
| Admin fee / account holder | $6,306 | $8,390-24.8% | $13,129-52.0% | $7,234-12.8% |