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 | $215,127 | $87,013+147.2% | $106,213+102.5% | $80,856+166.1% |
| Participation rate | 73.1% | 70.4%+2.6pp | 75.3%-2.2pp | 67.6%+5.4pp |
| Annual return | 12.26% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,475 | $3,986+162.8% | $5,016+108.8% | $4,296+143.8% |
| Admin fee / account holder | $44,884 | $8,431+432.3% | $11,033+306.8% | $6,918+548.8% |